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 | $63,855 | $99,020-35.5% | $86,590-26.3% | $147,584-56.7% |
| Participation rate | 43.5% | 76.3%-32.9pp | 73.5%-30.1pp | 82.8%-39.4pp |
| Annual return | 20.57% | 1312.34%-1291.8pp | 964.84%-944.3pp | 578.55%-558.0pp |
| Employer contribution / active EE | $626 | $3,132-80.0% | $2,839-78.0% | $4,876-87.2% |
| Participant deferral / active EE | $1,331 | $3,972-66.5% | $3,609-63.1% | $5,439-75.5% |
| Admin fee / account holder | $1,270 | $5,710-77.8% | $4,906-74.1% | $10,885-88.3% |