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 | $30,862 | $85,202-63.8% | $172,739-82.1% | $72,985-57.7% |
| Participation rate | 46.7% | 70.1%-23.4pp | 82.6%-36.0pp | 69.5%-22.8pp |
| Annual return | 35.49% | 27.32%+8.2pp | 802.84%-767.4pp | 81.00%-45.5pp |
| Employer contribution / active EE | $813 | $3,324-75.5% | $5,143-84.2% | $2,440-66.7% |
| Participant deferral / active EE | $2,896 | $3,260-11.2% | $5,198-44.3% | $3,607-19.7% |
| Admin fee / account holder | $303 | $5,884-94.8% | $13,954-97.8% | $5,124-94.1% |