See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,207 | $106,890-39.0% | $84,015-22.4% | $152,861-57.3% |
| Participation rate | 36.4% | 75.2%-38.9pp | 69.0%-32.6pp | 82.4%-46.1pp |
| Annual return | 27.45% | 104.99%-77.5pp | 71.31%-43.9pp | 345.32%-317.9pp |
| Employer contribution / active EE | $2,169 | $2,734-20.7% | $1,983+9.3% | $4,762-54.5% |
| Participant deferral / active EE | $5,864 | $4,011+46.2% | $3,239+81.1% | $5,850+0.2% |
| Admin fee / account holder | $398 | $8,285-95.2% | $6,101-93.5% | $11,596-96.6% |