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 | $32,479 | $65,409-50.3% | $98,442-67.0% | $85,850-62.2% |
| Participation rate | 57.5% | 65.0%-7.5pp | 73.3%-15.8pp | 69.3%-11.8pp |
| Annual return | 16.52% | 21.76%-5.2pp | 1492.73%-1476.2pp | 318.53%-302.0pp |
| Employer contribution / active EE | $670 | $2,168-69.1% | $2,960-77.4% | $2,565-73.9% |
| Participant deferral / active EE | $1,451 | $3,166-54.2% | $4,276-66.1% | $3,952-63.3% |
| Admin fee / account holder | $3,753 | $4,593-18.3% | $5,949-36.9% | $6,260-40.0% |