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 | $53,335 | $83,902-36.4% | $167,512-68.2% | $84,808-37.1% |
| Participation rate | 61.8% | 66.5%-4.7pp | 77.1%-15.3pp | 68.3%-6.5pp |
| Annual return | 13.69% | 91.55%-77.9pp | 1615.79%-1602.1pp | 40.90%-27.2pp |
| Employer contribution / active EE | $1,496 | $2,264-33.9% | $3,882-61.4% | $2,631-43.1% |
| Participant deferral / active EE | $3,747 | $4,442-15.7% | $6,405-41.5% | $4,212-11.0% |
| Admin fee / account holder | $7,255 | $7,915-8.3% | $9,769-25.7% | $7,344-1.2% |