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 | $48,762 | $57,281-14.9% | $86,612-43.7% | $75,163-35.1% |
| Participation rate | 35.2% | 63.2%-28.0pp | 71.7%-36.5pp | 67.2%-32.0pp |
| Annual return | 19.97% | 2670.75%-2650.8pp | 591.07%-571.1pp | 160.62%-140.6pp |
| Employer contribution / active EE | $1,259 | $2,314-45.6% | $3,022-58.3% | $2,670-52.8% |
| Participant deferral / active EE | $2,183 | $3,318-34.2% | $4,438-50.8% | $4,125-47.1% |
| Admin fee / account holder | $12,890 | $4,112+213.5% | $5,614+129.6% | $5,651+128.1% |