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 | $35,061 | $65,409-46.4% | $98,442-64.4% | $85,850-59.2% |
| Participation rate | 59.7% | 65.0%-5.3pp | 73.3%-13.6pp | 69.3%-9.6pp |
| Annual return | 17.40% | 21.76%-4.4pp | 1492.73%-1475.3pp | 318.53%-301.1pp |
| Employer contribution / active EE | $401 | $2,168-81.5% | $2,960-86.5% | $2,565-84.4% |
| Participant deferral / active EE | $2,950 | $3,166-6.8% | $4,276-31.0% | $3,952-25.4% |
| Admin fee / account holder | $1,178 | $4,593-74.3% | $5,949-80.2% | $6,260-81.2% |