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 | $42,072 | $65,409-35.7% | $98,442-57.3% | $85,850-51.0% |
| Participation rate | 42.2% | 65.0%-22.8pp | 73.3%-31.1pp | 69.3%-27.1pp |
| Annual return | 22.49% | 21.76%+0.7pp | 1492.73%-1470.2pp | 318.53%-296.0pp |
| Employer contribution / active EE | $901 | $2,168-58.4% | $2,960-69.6% | $2,565-64.9% |
| Participant deferral / active EE | $2,039 | $3,166-35.6% | $4,276-52.3% | $3,952-48.4% |
| Admin fee / account holder | $4,641 | $4,593+1.0% | $5,949-22.0% | $6,260-25.9% |