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 | $71,714 | $93,373-23.2% | $152,466-53.0% | $85,850-16.5% |
| Participation rate | 50.0% | 70.1%-20.1pp | 78.2%-28.2pp | 69.3%-19.3pp |
| Annual return | 20.17% | 21.84%-1.7pp | 757.33%-737.2pp | 318.53%-298.4pp |
| Employer contribution / active EE | $1,733 | $2,996-42.2% | $4,327-60.0% | $2,565-32.5% |
| Participant deferral / active EE | $3,817 | $4,550-16.1% | $5,820-34.4% | $3,952-3.4% |
| Admin fee / account holder | $28,026 | $13,853+102.3% | $15,805+77.3% | $6,260+347.7% |