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 | $29,419 | $65,409-55.0% | $98,442-70.1% | $85,850-65.7% |
| Participation rate | 63.0% | 65.0%-2.0pp | 73.3%-10.3pp | 69.3%-6.3pp |
| Annual return | 21.23% | 21.76%-0.5pp | 1492.73%-1471.5pp | 318.53%-297.3pp |
| Employer contribution / active EE | $1,745 | $2,168-19.5% | $2,960-41.0% | $2,565-32.0% |
| Participant deferral / active EE | $3,946 | $3,166+24.6% | $4,276-7.7% | $3,952-0.1% |
| Admin fee / account holder | $1,747 | $4,593-62.0% | $5,949-70.6% | $6,260-72.1% |