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 | $42,032 | $76,738-45.2% | $56,411-25.5% | $145,922-71.2% |
| Participation rate | 52.2% | 63.2%-11.0pp | 52.5%-0.3pp | 80.3%-28.1pp |
| Annual return | 19.72% | 2994.23%-2974.5pp | 1701.33%-1681.6pp | 561.29%-541.6pp |
| Employer contribution / active EE | $1,413 | $1,380+2.4% | $1,039+36.0% | $4,660-69.7% |
| Participant deferral / active EE | $3,495 | $2,623+33.3% | $1,952+79.1% | $6,688-47.7% |
| Admin fee / account holder | $601 | $3,334-82.0% | $2,829-78.7% | $13,397-95.5% |