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 | $52,996 | $102,317-48.2% | $146,958-63.9% | $80,856-34.5% |
| Participation rate | 61.4% | 75.8%-14.4pp | 82.2%-20.7pp | 67.6%-6.2pp |
| Annual return | 14.29% | 134.76%-120.5pp | 418.34%-404.0pp | 35.59%-21.3pp |
| Employer contribution / active EE | $2,054 | $3,713-44.7% | $4,933-58.4% | $2,755-25.4% |
| Participant deferral / active EE | $7,381 | $6,644+11.1% | $8,070-8.5% | $4,296+71.8% |
| Admin fee / account holder | $10,060 | $7,941+26.7% | $12,998-22.6% | $6,918+45.4% |