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 | $77,937 | $106,890-27.1% | $84,015-7.2% | $152,861-49.0% |
| Participation rate | 58.8% | 75.2%-16.4pp | 69.0%-10.2pp | 82.4%-23.6pp |
| Annual return | 23.53% | 104.99%-81.5pp | 71.31%-47.8pp | 345.32%-321.8pp |
| Employer contribution / active EE | $1,957 | $2,734-28.4% | $1,983-1.3% | $4,762-58.9% |
| Participant deferral / active EE | $4,528 | $4,011+12.9% | $3,239+39.8% | $5,850-22.6% |
| Admin fee / account holder | $5,147 | $8,285-37.9% | $6,101-15.6% | $11,596-55.6% |