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 | $51,926 | $102,966-49.6% | $90,281-42.5% | $152,861-66.0% |
| Participation rate | 57.1% | 75.9%-18.7pp | 73.3%-16.1pp | 82.4%-25.3pp |
| Annual return | 41.55% | 95.16%-53.6pp | 78.10%-36.6pp | 345.32%-303.8pp |
| Employer contribution / active EE | $816 | $3,139-74.0% | $2,854-71.4% | $4,762-82.9% |
| Participant deferral / active EE | $848 | $4,281-80.2% | $3,885-78.2% | $5,850-85.5% |
| Admin fee / account holder | $7,979 | $6,171+29.3% | $5,351+49.1% | $11,596-31.2% |