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 | $73,575 | $65,561+12.2% | $86,188-14.6% | $75,163-2.1% |
| Participation rate | 39.7% | 60.5%-20.7pp | 69.0%-29.2pp | 67.2%-27.4pp |
| Annual return | 21.51% | 46.05%-24.5pp | 1168.45%-1146.9pp | 160.62%-139.1pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,380-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,553 | $3,024-15.6% | $3,985-35.9% | $4,125-38.1% |
| Admin fee / account holder | $7,044 | $5,474+28.7% | $6,852+2.8% | $5,651+24.7% |