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 | $34,632 | $81,625-57.6% | $58,482-40.8% | $139,434-75.2% |
| Participation rate | 44.4% | 61.3%-16.9pp | 50.9%-6.4pp | 80.3%-35.9pp |
| Annual return | 14.78% | 7404.20%-7389.4pp | 4239.32%-4224.5pp | 372.94%-358.2pp |
| Employer contribution / active EE | $468 | $1,398-66.5% | $1,053-55.5% | $4,751-90.1% |
| Participant deferral / active EE | $468 | $2,557-81.7% | $1,924-75.7% | $6,710-93.0% |
| Admin fee / account holder | $2,254 | $3,265-31.0% | $2,516-10.4% | $11,403-80.2% |