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 | $57,714 | $124,319-53.6% | $111,297-48.1% | $167,490-65.5% |
| Participation rate | 57.1% | 79.6%-22.5pp | 77.3%-20.2pp | 82.1%-25.0pp |
| Annual return | 57.21% | 37.44%+19.8pp | 54.65%+2.6pp | 478.56%-421.4pp |
| Employer contribution / active EE | $915 | $3,435-73.4% | $2,731-66.5% | $4,837-81.1% |
| Participant deferral / active EE | $4,915 | $5,180-5.1% | $4,487+9.5% | $6,341-22.5% |
| Admin fee / account holder | $21,026 | $10,618+98.0% | $7,964+164.0% | $12,309+70.8% |