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 | $42,893 | $59,417-27.8% | $93,606-54.2% | $74,495-42.4% |
| Participation rate | 63.8% | 59.7%+4.1pp | 68.7%-4.9pp | 67.2%-3.4pp |
| Annual return | 15.37% | 81.83%-66.5pp | 133.20%-117.8pp | 1364.94%-1349.6pp |
| Employer contribution / active EE | $928 | $1,264-26.6% | $2,420-61.7% | $2,623-64.6% |
| Participant deferral / active EE | $2,573 | $3,050-15.6% | $4,411-41.7% | $4,346-40.8% |
| Admin fee / account holder | $1,418 | $3,021-53.1% | $8,285-82.9% | $1,942-27.0% |