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 | $51,453 | $65,409-21.3% | $98,442-47.7% | $85,850-40.1% |
| Participation rate | 33.8% | 65.0%-31.2pp | 73.3%-39.5pp | 69.3%-35.5pp |
| Annual return | 16.78% | 21.76%-5.0pp | 1492.73%-1475.9pp | 318.53%-301.7pp |
| Employer contribution / active EE | $1,430 | $2,168-34.0% | $2,960-51.7% | $2,565-44.3% |
| Participant deferral / active EE | $2,619 | $3,166-17.3% | $4,276-38.8% | $3,952-33.7% |
| Admin fee / account holder | $527 | $4,593-88.5% | $5,949-91.1% | $6,260-91.6% |