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 | $41,911 | $105,181-60.2% | $159,436-73.7% | $85,850-51.2% |
| Participation rate | 49.1% | 75.8%-26.7pp | 82.8%-33.7pp | 69.3%-20.2pp |
| Annual return | 14.85% | 45.07%-30.2pp | 263.57%-248.7pp | 318.53%-303.7pp |
| Employer contribution / active EE | $1,892 | $3,318-43.0% | $4,829-60.8% | $2,565-26.3% |
| Participant deferral / active EE | $3,394 | $5,945-42.9% | $7,352-53.8% | $3,952-14.1% |
| Admin fee / account holder | $746 | $6,933-89.2% | $10,799-93.1% | $6,260-88.1% |