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 | $67,227 | $150,187-55.2% | $120,354-44.1% | $145,922-53.9% |
| Participation rate | 65.0% | 78.8%-13.8pp | 71.9%-6.9pp | 80.3%-15.3pp |
| Annual return | 13.08% | 154.07%-141.0pp | 107.15%-94.1pp | 561.29%-548.2pp |
| Employer contribution / active EE | $1,733 | $4,348-60.1% | $3,463-50.0% | $4,660-62.8% |
| Participant deferral / active EE | $4,309 | $6,173-30.2% | $4,991-13.7% | $6,688-35.6% |
| Admin fee / account holder | $2,898 | $12,207-76.3% | $9,423-69.2% | $13,397-78.4% |