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 | $75,275 | $70,756+6.4% | $65,493+14.9% | $142,382-47.1% |
| Participation rate | 40.0% | 77.4%-37.4pp | 73.1%-33.1pp | 80.1%-40.1pp |
| Annual return | 19.45% | 1754.89%-1735.4pp | 982.45%-963.0pp | 217.08%-197.6pp |
| Employer contribution / active EE | $1,449 | $2,881-49.7% | $2,574-43.7% | $4,299-66.3% |
| Participant deferral / active EE | $2,825 | $4,637-39.1% | $3,961-28.7% | $6,507-56.6% |
| Admin fee / account holder | $848 | $6,559-87.1% | $5,028-83.1% | $12,624-93.3% |