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 | $48,431 | $203,436-76.2% | $152,466-68.2% | $167,490-71.1% |
| Participation rate | 66.7% | 82.3%-15.6pp | 78.2%-11.5pp | 82.1%-15.4pp |
| Annual return | 8.83% | 13.80%-5.0pp | 757.33%-748.5pp | 478.56%-469.7pp |
| Employer contribution / active EE | $1,534 | $5,220-70.6% | $4,327-64.6% | $4,837-68.3% |
| Participant deferral / active EE | $3,015 | $6,716-55.1% | $5,820-48.2% | $6,341-52.5% |
| Admin fee / account holder | $13,678 | $22,506-39.2% | $15,805-13.5% | $12,309+11.1% |