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 | $60,471 | $105,998-43.0% | $92,233-34.4% | $147,584-59.0% |
| Participation rate | 39.1% | 80.4%-41.3pp | 76.5%-37.3pp | 82.8%-43.7pp |
| Annual return | 13.58% | 50.05%-36.5pp | 176.28%-162.7pp | 578.55%-565.0pp |
| Employer contribution / active EE | $784 | $4,333-81.9% | $3,679-78.7% | $4,876-83.9% |
| Participant deferral / active EE | $1,388 | $4,478-69.0% | $3,897-64.4% | $5,439-74.5% |
| Admin fee / account holder | $1,796 | $6,332-71.6% | $5,194-65.4% | $10,885-83.5% |