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 | $47,313 | $34,934+35.4% | $56,411-16.1% | $74,495-36.5% |
| Participation rate | 23.4% | 32.8%-9.4pp | 52.5%-29.0pp | 67.2%-43.8pp |
| Annual return | 24.89% | 25.94%-1.0pp | 1701.33%-1676.4pp | 1364.94%-1340.1pp |
| Employer contribution / active EE | $417 | $609-31.5% | $1,039-59.9% | $2,623-84.1% |
| Participant deferral / active EE | $1,043 | $1,170-10.9% | $1,952-46.6% | $4,346-76.0% |
| Admin fee / account holder | $2,093 | $2,364-11.4% | $2,829-26.0% | $1,942+7.8% |