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 | $67,038 | $68,346-1.9% | $94,646-29.2% | $75,163-10.8% |
| Participation rate | 65.6% | 76.1%-10.5pp | 80.8%-15.2pp | 67.2%-1.6pp |
| Annual return | 18.82% | 616.93%-598.1pp | 156.71%-137.9pp | 160.62%-141.8pp |
| Employer contribution / active EE | $0 | $2,701-100.0% | $3,672-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $3,206 | $6,537-51.0% | $7,418-56.8% | $4,125-22.3% |
| Admin fee / account holder | $2,114 | $5,326-60.3% | $7,231-70.8% | $5,651-62.6% |