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 | $19,158 | $65,409-70.7% | $98,442-80.5% | $85,850-77.7% |
| Participation rate | 52.9% | 65.0%-12.1pp | 73.3%-20.4pp | 69.3%-16.4pp |
| Annual return | 16.18% | 21.76%-5.6pp | 1492.73%-1476.5pp | 318.53%-302.3pp |
| Employer contribution / active EE | $693 | $2,168-68.0% | $2,960-76.6% | $2,565-73.0% |
| Participant deferral / active EE | $2,787 | $3,166-12.0% | $4,276-34.8% | $3,952-29.5% |
| Admin fee / account holder | $395 | $4,593-91.4% | $5,949-93.4% | $6,260-93.7% |