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 | $21,719 | $57,281-62.1% | $86,612-74.9% | $75,163-71.1% |
| Participation rate | 64.3% | 63.2%+1.1pp | 71.7%-7.4pp | 67.2%-2.9pp |
| Annual return | 19.65% | 2670.75%-2651.1pp | 591.07%-571.4pp | 160.62%-141.0pp |
| Employer contribution / active EE | $1,249 | $2,314-46.0% | $3,022-58.7% | $2,670-53.2% |
| Participant deferral / active EE | $2,613 | $3,318-21.2% | $4,438-41.1% | $4,125-36.7% |
| Admin fee / account holder | $1,597 | $4,112-61.2% | $5,614-71.6% | $5,651-71.7% |