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 | $48,498 | $81,625-40.6% | $167,512-71.0% | $74,304-34.7% |
| Participation rate | 56.1% | 60.0%-4.0pp | 77.1%-21.0pp | 60.3%-4.3pp |
| Annual return | 16.21% | 26.09%-9.9pp | 1615.79%-1599.6pp | 29.43%-13.2pp |
| Employer contribution / active EE | $891 | $2,010-55.7% | $3,882-77.0% | $2,241-60.2% |
| Participant deferral / active EE | $2,262 | $4,115-45.0% | $6,405-64.7% | $3,767-40.0% |
| Admin fee / account holder | $2,635 | $3,474-24.2% | $9,769-73.0% | $2,969-11.3% |