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 | $36,224 | $83,902-56.8% | $167,512-78.4% | $84,808-57.3% |
| Participation rate | 36.7% | 66.5%-29.7pp | 77.1%-40.3pp | 68.3%-31.6pp |
| Annual return | 17.75% | 91.55%-73.8pp | 1615.79%-1598.0pp | 40.90%-23.1pp |
| Employer contribution / active EE | $495 | $2,264-78.1% | $3,882-87.3% | $2,631-81.2% |
| Participant deferral / active EE | $2,359 | $4,442-46.9% | $6,405-63.2% | $4,212-44.0% |
| Admin fee / account holder | $1,951 | $7,915-75.4% | $9,769-80.0% | $7,344-73.4% |