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 | $84,777 | $83,902+1.0% | $167,512-49.4% | $84,8080% |
| Participation rate | 42.4% | 66.5%-24.1pp | 77.1%-34.7pp | 68.3%-25.9pp |
| Annual return | 18.01% | 91.55%-73.5pp | 1615.79%-1597.8pp | 40.90%-22.9pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,882-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,640 | $4,442-18.1% | $6,405-43.2% | $4,212-13.6% |
| Admin fee / account holder | $3,680 | $7,915-53.5% | $9,769-62.3% | $7,344-49.9% |