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 | $88,275 | $202,318-56.4% | $172,739-48.9% | $152,861-42.3% |
| Participation rate | 60.0% | 87.1%-27.1pp | 82.6%-22.6pp | 82.4%-22.4pp |
| Annual return | 18.10% | 1029.65%-1011.6pp | 802.84%-784.7pp | 345.32%-327.2pp |
| Employer contribution / active EE | $1,238 | $5,856-78.9% | $5,143-75.9% | $4,762-74.0% |
| Participant deferral / active EE | $3,601 | $5,948-39.5% | $5,198-30.7% | $5,850-38.5% |
| Admin fee / account holder | $3,345 | $17,109-80.4% | $13,954-76.0% | $11,596-71.2% |