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 | $34,429 | $58,927-41.6% | $76,817-55.2% | $72,985-52.8% |
| Participation rate | 52.6% | 67.3%-14.7pp | 72.1%-19.4pp | 69.5%-16.9pp |
| Annual return | 23.20% | 2305.64%-2282.4pp | 1166.11%-1142.9pp | 81.00%-57.8pp |
| Employer contribution / active EE | $1,627 | $1,787-8.9% | $2,302-29.3% | $2,440-33.3% |
| Participant deferral / active EE | $2,781 | $2,690+3.4% | $3,336-16.6% | $3,607-22.9% |
| Admin fee / account holder | $1,870 | $4,013-53.4% | $6,420-70.9% | $5,124-63.5% |