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 | $61,624 | $99,020-37.8% | $86,590-28.8% | $147,584-58.2% |
| Participation rate | 42.9% | 76.3%-33.5pp | 73.5%-30.7pp | 82.8%-40.0pp |
| Annual return | 9.80% | 1312.34%-1302.5pp | 964.84%-955.0pp | 578.55%-568.7pp |
| Employer contribution / active EE | $691 | $3,132-77.9% | $2,839-75.6% | $4,876-85.8% |
| Participant deferral / active EE | $2,802 | $3,972-29.5% | $3,609-22.4% | $5,439-48.5% |
| Admin fee / account holder | $15,549 | $5,710+172.3% | $4,906+217.0% | $10,885+42.8% |