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 5-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 | $59,584 | $65,561-9.1% | $86,188-30.9% | $75,163-20.7% |
| Participation rate | 50.0% | 60.5%-10.5pp | 69.0%-19.0pp | 67.2%-17.2pp |
| Annual return | 19.81% | 46.05%-26.2pp | 1168.45%-1148.6pp | 160.62%-140.8pp |
| Employer contribution / active EE | $782 | $1,553-49.6% | $2,380-67.1% | $2,670-70.7% |
| Participant deferral / active EE | $2,266 | $3,024-25.1% | $3,985-43.1% | $4,125-45.1% |
| Admin fee / account holder | $681 | $5,474-87.6% | $6,852-90.1% | $5,651-87.9% |