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 | $60,716 | $104,907-42.1% | $84,611-28.2% | $152,861-60.3% |
| Participation rate | 30.0% | 74.8%-44.8pp | 68.2%-38.2pp | 82.4%-52.4pp |
| Annual return | 22.67% | 373.79%-351.1pp | 258.74%-236.1pp | 345.32%-322.7pp |
| Employer contribution / active EE | $706 | $3,302-78.6% | $2,652-73.4% | $4,762-85.2% |
| Participant deferral / active EE | $2,241 | $4,688-52.2% | $3,899-42.5% | $5,850-61.7% |
| Admin fee / account holder | $797 | $6,241-87.2% | $4,912-83.8% | $11,596-93.1% |