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 | $67,092 | $65,409+2.6% | $98,442-31.8% | $85,850-21.8% |
| Participation rate | 48.3% | 65.0%-16.7pp | 73.3%-25.1pp | 69.3%-21.0pp |
| Annual return | 18.30% | 21.76%-3.5pp | 1492.73%-1474.4pp | 318.53%-300.2pp |
| Employer contribution / active EE | $426 | $2,168-80.3% | $2,960-85.6% | $2,565-83.4% |
| Participant deferral / active EE | $1,221 | $3,166-61.4% | $4,276-71.4% | $3,952-69.1% |
| Admin fee / account holder | $539 | $4,593-88.3% | $5,949-90.9% | $6,260-91.4% |