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 | $23,163 | $60,124-61.5% | $90,404-74.4% | $79,858-71.0% |
| Participation rate | 27.7% | 65.0%-37.3pp | 72.7%-45.0pp | 69.6%-41.9pp |
| Annual return | 19.31% | 71.94%-52.6pp | 1293.02%-1273.7pp | 31.71%-12.4pp |
| Employer contribution / active EE | $471 | $2,068-77.2% | $3,262-85.5% | $2,471-80.9% |
| Participant deferral / active EE | $1,486 | $2,938-49.4% | $3,963-62.5% | $3,740-60.3% |
| Admin fee / account holder | $2,629 | $3,976-33.9% | $5,611-53.2% | $5,306-50.5% |