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 | $59,479 | $99,020-39.9% | $86,590-31.3% | $147,584-59.7% |
| Participation rate | 55.6% | 76.3%-20.8pp | 73.5%-18.0pp | 82.8%-27.3pp |
| Annual return | 14.51% | 1312.34%-1297.8pp | 964.84%-950.3pp | 578.55%-564.0pp |
| Employer contribution / active EE | $990 | $3,132-68.4% | $2,839-65.1% | $4,876-79.7% |
| Participant deferral / active EE | $2,138 | $3,972-46.2% | $3,609-40.7% | $5,439-60.7% |
| Admin fee / account holder | $2,513 | $5,710-56.0% | $4,906-48.8% | $10,885-76.9% |