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 | $53,640 | $60,124-10.8% | $90,404-40.7% | $79,858-32.8% |
| Participation rate | 23.4% | 65.0%-41.6pp | 72.7%-49.3pp | 69.6%-46.2pp |
| Annual return | 12.99% | 71.94%-59.0pp | 1293.02%-1280.0pp | 31.71%-18.7pp |
| Employer contribution / active EE | $513 | $2,068-75.2% | $3,262-84.3% | $2,471-79.2% |
| Participant deferral / active EE | $1,363 | $2,938-53.6% | $3,963-65.6% | $3,740-63.5% |
| Admin fee / account holder | $3,009 | $3,976-24.3% | $5,611-46.4% | $5,306-43.3% |