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 | $72,849 | $185,200-60.7% | $142,863-49.0% | $167,490-56.5% |
| Participation rate | 55.0% | 78.4%-23.4pp | 71.9%-16.9pp | 82.1%-27.1pp |
| Annual return | 15.57% | 8555.70%-8540.1pp | 5637.54%-5622.0pp | 478.56%-463.0pp |
| Employer contribution / active EE | $1,476 | $5,604-73.7% | $4,144-64.4% | $4,837-69.5% |
| Participant deferral / active EE | $4,037 | $4,494-10.2% | $3,837+5.2% | $6,341-36.3% |
| Admin fee / account holder | $2,237 | $8,031-72.2% | $6,560-65.9% | $12,309-81.8% |