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 | $68,924 | $102,966-33.1% | $90,281-23.7% | $152,861-54.9% |
| Participation rate | 60.0% | 75.9%-15.9pp | 73.3%-13.3pp | 82.4%-22.4pp |
| Annual return | 23.66% | 95.16%-71.5pp | 78.10%-54.4pp | 345.32%-321.7pp |
| Employer contribution / active EE | $2,000 | $3,139-36.3% | $2,854-29.9% | $4,762-58.0% |
| Participant deferral / active EE | $6,673 | $4,281+55.9% | $3,885+71.8% | $5,850+14.1% |
| Admin fee / account holder | $651 | $6,171-89.4% | $5,351-87.8% | $11,596-94.4% |