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 | $36,517 | $83,902-56.5% | $167,512-78.2% | $84,808-56.9% |
| Participation rate | 56.8% | 66.5%-9.7pp | 77.1%-20.3pp | 68.3%-11.5pp |
| Annual return | 21.45% | 91.55%-70.1pp | 1615.79%-1594.3pp | 40.90%-19.4pp |
| Employer contribution / active EE | $1,501 | $2,264-33.7% | $3,882-61.3% | $2,631-42.9% |
| Participant deferral / active EE | $2,430 | $4,442-45.3% | $6,405-62.1% | $4,212-42.3% |
| Admin fee / account holder | $2,066 | $7,915-73.9% | $9,769-78.9% | $7,344-71.9% |