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 | $135,743 | $226,064-40.0% | $182,532-25.6% | $152,861-11.2% |
| Participation rate | 54.5% | 82.5%-27.9pp | 78.0%-23.4pp | 82.4%-27.9pp |
| Annual return | 16.47% | 192.51%-176.0pp | 148.54%-132.1pp | 345.32%-328.8pp |
| Employer contribution / active EE | $2,590 | $4,978-48.0% | $4,076-36.5% | $4,762-45.6% |
| Participant deferral / active EE | $7,575 | $6,368+19.0% | $5,524+37.1% | $5,850+29.5% |
| Admin fee / account holder | $26,480 | $10,703+147.4% | $8,592+208.2% | $11,596+128.3% |