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 | $33,011 | $65,561-49.6% | $86,188-61.7% | $75,163-56.1% |
| Participation rate | 52.1% | 60.5%-8.4pp | 69.0%-16.9pp | 67.2%-15.1pp |
| Annual return | 19.04% | 46.05%-27.0pp | 1168.45%-1149.4pp | 160.62%-141.6pp |
| Employer contribution / active EE | $2,100 | $1,553+35.2% | $2,380-11.8% | $2,670-21.3% |
| Participant deferral / active EE | $3,430 | $3,024+13.5% | $3,985-13.9% | $4,125-16.8% |
| Admin fee / account holder | $569 | $5,474-89.6% | $6,852-91.7% | $5,651-89.9% |