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 | $47,875 | $59,417-19.4% | $93,606-48.9% | $74,495-35.7% |
| Participation rate | 58.0% | 59.7%-1.7pp | 68.7%-10.7pp | 67.2%-9.2pp |
| Annual return | 25.53% | 81.83%-56.3pp | 133.20%-107.7pp | 1364.94%-1339.4pp |
| Employer contribution / active EE | $1,891 | $1,264+49.6% | $2,420-21.9% | $2,623-27.9% |
| Participant deferral / active EE | $3,937 | $3,050+29.1% | $4,411-10.8% | $4,346-9.4% |
| Admin fee / account holder | $1,580 | $3,021-47.7% | $8,285-80.9% | $1,942-18.6% |