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 | $44,035 | $55,415-20.5% | $155,509-71.7% | $74,495-40.9% |
| Participation rate | 37.3% | 61.9%-24.6pp | 78.2%-40.9pp | 67.2%-29.9pp |
| Annual return | 11.29% | 268.50%-257.2pp | 64.67%-53.4pp | 1364.94%-1353.7pp |
| Employer contribution / active EE | $718 | $2,267-68.3% | $4,672-84.6% | $2,623-72.6% |
| Participant deferral / active EE | $1,800 | $2,836-36.5% | $5,626-68.0% | $4,346-58.6% |
| Admin fee / account holder | $6,554 | $1,738+277.0% | $15,912-58.8% | $1,942+237.5% |