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 | $37,276 | $58,927-36.7% | $76,817-51.5% | $72,985-48.9% |
| Participation rate | 64.1% | 67.3%-3.2pp | 72.1%-8.0pp | 69.5%-5.4pp |
| Annual return | 20.93% | 2305.64%-2284.7pp | 1166.11%-1145.2pp | 81.00%-60.1pp |
| Employer contribution / active EE | $959 | $1,787-46.3% | $2,302-58.4% | $2,440-60.7% |
| Participant deferral / active EE | $2,104 | $2,690-21.8% | $3,336-36.9% | $3,607-41.7% |
| Admin fee / account holder | $2,254 | $4,013-43.8% | $6,420-64.9% | $5,124-56.0% |