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 | $45,162 | $101,317-55.4% | $146,958-69.3% | $74,495-39.4% |
| Participation rate | 52.5% | 75.5%-23.1pp | 82.2%-29.7pp | 67.2%-14.7pp |
| Annual return | 28.27% | 8730.91%-8702.6pp | 418.34%-390.1pp | 1364.94%-1336.7pp |
| Employer contribution / active EE | $1,516 | $3,810-60.2% | $4,933-69.3% | $2,623-42.2% |
| Participant deferral / active EE | $8,056 | $7,303+10.3% | $8,070-0.2% | $4,346+85.4% |
| Admin fee / account holder | $8,315 | $1,739+378.2% | $12,998-36.0% | $1,942+328.2% |