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 | $34,331 | $41,078-16.4% | $80,569-57.4% | $71,457-52.0% |
| Participation rate | 23.6% | 50.2%-26.7pp | 67.0%-43.4pp | 67.9%-44.4pp |
| Annual return | 46.36% | 38.45%+7.9pp | 935.43%-889.1pp | 28.85%+17.5pp |
| Employer contribution / active EE | $630 | $1,506-58.2% | $2,723-76.9% | $2,588-75.7% |
| Participant deferral / active EE | $1,404 | $2,699-48.0% | $4,447-68.4% | $4,289-67.3% |
| Admin fee / account holder | $1,099 | $1,840-40.3% | $5,377-79.6% | $1,587-30.8% |