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 | $57,578 | $70,756-18.6% | $65,493-12.1% | $142,382-59.6% |
| Participation rate | 66.7% | 77.4%-10.7pp | 73.1%-6.4pp | 80.1%-13.5pp |
| Annual return | 21.19% | 1754.89%-1733.7pp | 982.45%-961.3pp | 217.08%-195.9pp |
| Employer contribution / active EE | $610 | $2,881-78.8% | $2,574-76.3% | $4,299-85.8% |
| Participant deferral / active EE | $1,184 | $4,637-74.5% | $3,961-70.1% | $6,507-81.8% |
| Admin fee / account holder | $4,368 | $6,559-33.4% | $5,028-13.1% | $12,624-65.4% |