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 | $32,845 | $102,966-68.1% | $90,281-63.6% | $152,861-78.5% |
| Participation rate | 68.8% | 75.9%-7.1pp | 73.3%-4.5pp | 82.4%-13.7pp |
| Annual return | 27.65% | 95.16%-67.5pp | 78.10%-50.4pp | 345.32%-317.7pp |
| Employer contribution / active EE | $1,493 | $3,139-52.4% | $2,854-47.7% | $4,762-68.6% |
| Participant deferral / active EE | $4,751 | $4,281+11.0% | $3,885+22.3% | $5,850-18.8% |
| Admin fee / account holder | $1,079 | $6,171-82.5% | $5,351-79.8% | $11,596-90.7% |