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 3-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 | $68,295 | $80,968-15.7% | $96,544-29.3% | $75,163-9.1% |
| Participation rate | 46.9% | 71.8%-24.8pp | 76.0%-29.0pp | 67.2%-20.3pp |
| Annual return | 1254.46% | 27.06%+1227.4pp | 25.84%+1228.6pp | 160.62%+1093.8pp |
| Employer contribution / active EE | $1,137 | $2,282-50.2% | $2,965-61.7% | $2,670-57.4% |
| Participant deferral / active EE | $2,651 | $3,928-32.5% | $4,851-45.3% | $4,125-35.7% |
| Admin fee / account holder | $376 | $6,724-94.4% | $8,252-95.4% | $5,651-93.3% |