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 | $49,345 | $65,409-24.6% | $98,442-49.9% | $85,850-42.5% |
| Participation rate | 64.4% | 65.0%-0.6pp | 73.3%-8.9pp | 69.3%-4.9pp |
| Annual return | 18.42% | 21.76%-3.3pp | 1492.73%-1474.3pp | 318.53%-300.1pp |
| Employer contribution / active EE | $0 | $2,168-100.0% | $2,960-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,985 | $3,166-37.3% | $4,276-53.6% | $3,952-49.8% |
| Admin fee / account holder | $22,124 | $4,593+381.7% | $5,949+271.9% | $6,260+253.4% |