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 8-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 | $90,095 | $123,909-27.3% | $69,647+29.4% | $145,922-38.3% |
| Participation rate | 50.0% | 69.2%-19.2pp | 66.5%-16.5pp | 80.3%-30.3pp |
| Annual return | 12.94% | 190.55%-177.6pp | 100.48%-87.5pp | 561.29%-548.3pp |
| Employer contribution / active EE | $0 | $2,682-100.0% | $1,712-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $0 | $4,236-100.0% | $2,886-100.0% | $6,688-100.0% |
| Admin fee / account holder | $393 | $7,863-95.0% | $4,713-91.7% | $13,397-97.1% |