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 | $39,349 | $77,145-49.0% | $108,410-63.7% | $85,850-54.2% |
| Participation rate | 37.0% | 74.7%-37.6pp | 80.1%-43.1pp | 69.3%-32.3pp |
| Annual return | 16.02% | 44.54%-28.5pp | 905.27%-889.3pp | 318.53%-302.5pp |
| Employer contribution / active EE | $0 | $2,379-100.0% | $3,558-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,277 | $5,566-23.2% | $6,563-34.8% | $3,952+8.2% |
| Admin fee / account holder | $2,455 | $5,172-52.5% | $7,295-66.3% | $6,260-60.8% |