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 | $34,388 | $90,600-62.0% | $79,464-56.7% | $135,375-74.6% |
| Participation rate | 57.1% | 76.0%-18.9pp | 73.3%-16.2pp | 82.6%-25.5pp |
| Annual return | 7.55% | 977.43%-969.9pp | 718.14%-710.6pp | 519.73%-512.2pp |
| Employer contribution / active EE | $1,255 | $3,068-59.1% | $2,800-55.2% | $4,779-73.7% |
| Participant deferral / active EE | $2,732 | $4,050-32.6% | $3,704-26.2% | $5,609-51.3% |
| Admin fee / account holder | $1,412 | $5,907-76.1% | $5,113-72.4% | $10,827-87.0% |