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 | $46,397 | $168,632-72.5% | $147,614-68.6% | $125,391-63.0% |
| Participation rate | 68.2% | 88.8%-20.6pp | 84.6%-16.4pp | 83.2%-15.0pp |
| Annual return | -3.65% | 77.65%-81.3pp | 61.98%-65.6pp | 282.22%-285.9pp |
| Employer contribution / active EE | $2,346 | $6,252-62.5% | $5,564-57.8% | $4,866-51.8% |
| Participant deferral / active EE | $3,862 | $5,507-29.9% | $4,895-21.1% | $5,352-27.8% |
| Admin fee / account holder | $551 | $13,580-95.9% | $11,611-95.3% | $9,540-94.2% |