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 | $36,016 | $99,020-63.6% | $86,590-58.4% | $147,584-75.6% |
| Participation rate | 44.4% | 76.3%-31.9pp | 73.5%-29.1pp | 82.8%-38.4pp |
| Annual return | 16.26% | 1312.34%-1296.1pp | 964.84%-948.6pp | 578.55%-562.3pp |
| Employer contribution / active EE | $1,088 | $3,132-65.3% | $2,839-61.7% | $4,876-77.7% |
| Participant deferral / active EE | $1,758 | $3,972-55.7% | $3,609-51.3% | $5,439-67.7% |
| Admin fee / account holder | $327 | $5,710-94.3% | $4,906-93.3% | $10,885-97.0% |