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 | $52,476 | $55,415-5.3% | $155,509-66.3% | $74,495-29.6% |
| Participation rate | 36.8% | 61.9%-25.1pp | 78.2%-41.4pp | 67.2%-30.4pp |
| Annual return | 31.48% | 268.50%-237.0pp | 64.67%-33.2pp | 1364.94%-1333.5pp |
| Employer contribution / active EE | $762 | $2,267-66.4% | $4,672-83.7% | $2,623-70.9% |
| Participant deferral / active EE | $1,987 | $2,836-29.9% | $5,626-64.7% | $4,346-54.3% |
| Admin fee / account holder | $30,295 | $1,738+1642.8% | $15,912+90.4% | $1,942+1460.2% |