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 | $50,954 | $106,890-52.3% | $84,015-39.4% | $152,861-66.7% |
| Participation rate | 30.8% | 75.2%-44.5pp | 69.0%-38.2pp | 82.4%-51.7pp |
| Annual return | 24.85% | 104.99%-80.1pp | 71.31%-46.5pp | 345.32%-320.5pp |
| Employer contribution / active EE | $994 | $2,734-63.7% | $1,983-49.9% | $4,762-79.1% |
| Participant deferral / active EE | $2,003 | $4,011-50.1% | $3,239-38.1% | $5,850-65.8% |
| Admin fee / account holder | $432 | $8,285-94.8% | $6,101-92.9% | $11,596-96.3% |