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 | $65,158 | $176,662-63.1% | $130,648-50.1% | $152,861-57.4% |
| Participation rate | 56.3% | 79.0%-22.7pp | 71.7%-15.5pp | 82.4%-26.2pp |
| Annual return | 17.65% | 2692.24%-2674.6pp | 1708.96%-1691.3pp | 345.32%-327.7pp |
| Employer contribution / active EE | $0 | $5,742-100.0% | $4,092-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,738 | $4,361-14.3% | $3,603+3.8% | $5,850-36.1% |
| Admin fee / account holder | $10,560 | $7,133+48.0% | $5,464+93.2% | $11,596-8.9% |