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 | $110,344 | $137,414-19.7% | $189,513-41.8% | $85,850+28.5% |
| Participation rate | 36.7% | 84.6%-47.9pp | 87.8%-51.1pp | 69.3%-32.6pp |
| Annual return | 18.49% | 38.14%-19.7pp | 555.15%-536.7pp | 318.53%-300.0pp |
| Employer contribution / active EE | $0 | $4,344-100.0% | $6,162-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $7,363 | $6,260+17.6% | $8,221-10.4% | $3,952+86.3% |
| Admin fee / account holder | $8,323 | $8,630-3.5% | $12,045-30.9% | $6,260+33.0% |