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 | $19,516 | $60,124-67.5% | $90,404-78.4% | $79,858-75.6% |
| Participation rate | 53.3% | 65.0%-11.6pp | 72.7%-19.3pp | 69.6%-16.3pp |
| Annual return | 15.64% | 71.94%-56.3pp | 1293.02%-1277.4pp | 31.71%-16.1pp |
| Employer contribution / active EE | $604 | $2,068-70.8% | $3,262-81.5% | $2,471-75.6% |
| Participant deferral / active EE | $1,331 | $2,938-54.7% | $3,963-66.4% | $3,740-64.4% |
| Admin fee / account holder | $1,490 | $3,976-62.5% | $5,611-73.4% | $5,306-71.9% |