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 | $35,918 | $159,901-77.5% | $146,958-75.6% | $145,922-75.4% |
| Participation rate | 42.9% | 84.0%-41.1pp | 82.2%-39.3pp | 80.3%-37.4pp |
| Annual return | 12.06% | 98.13%-86.1pp | 418.34%-406.3pp | 561.29%-549.2pp |
| Employer contribution / active EE | $2,645 | $5,286-50.0% | $4,933-46.4% | $4,660-43.2% |
| Participant deferral / active EE | $4,553 | $8,428-46.0% | $8,070-43.6% | $6,688-31.9% |
| Admin fee / account holder | $22,769 | $15,044+51.3% | $12,998+75.2% | $13,397+70.0% |