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 | $35,552 | $60,124-40.9% | $90,404-60.7% | $79,858-55.5% |
| Participation rate | 46.8% | 65.0%-18.2pp | 72.7%-25.9pp | 69.6%-22.8pp |
| Annual return | 13.90% | 71.94%-58.0pp | 1293.02%-1279.1pp | 31.71%-17.8pp |
| Employer contribution / active EE | $735 | $2,068-64.4% | $3,262-77.5% | $2,471-70.2% |
| Participant deferral / active EE | $1,502 | $2,938-48.9% | $3,963-62.1% | $3,740-59.8% |
| Admin fee / account holder | $1,136 | $3,976-71.4% | $5,611-79.8% | $5,306-78.6% |