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 | $64,980 | $109,881-40.9% | $150,045-56.7% | $84,808-23.4% |
| Participation rate | 39.4% | 76.1%-36.7pp | 82.3%-42.9pp | 68.3%-28.9pp |
| Annual return | 118.36% | 28.25%+90.1pp | 62.55%+55.8pp | 40.90%+77.5pp |
| Employer contribution / active EE | $1,787 | $3,561-49.8% | $4,693-61.9% | $2,631-32.1% |
| Participant deferral / active EE | $5,782 | $6,636-12.9% | $7,997-27.7% | $4,212+37.3% |
| Admin fee / account holder | $5,393 | $8,568-37.1% | $13,435-59.9% | $7,344-26.6% |