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 | $80,434 | $210,648-61.8% | $177,989-54.8% | $145,922-44.9% |
| Participation rate | 68.4% | 80.8%-12.3pp | 77.1%-8.7pp | 80.3%-11.9pp |
| Annual return | 20.12% | 385.86%-365.7pp | 294.48%-274.4pp | 561.29%-541.2pp |
| Employer contribution / active EE | $1,320 | $4,565-71.1% | $3,949-66.6% | $4,660-71.7% |
| Participant deferral / active EE | $2,855 | $6,958-59.0% | $6,276-54.5% | $6,688-57.3% |
| Admin fee / account holder | $2,570 | $12,013-78.6% | $10,363-75.2% | $13,397-80.8% |