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 | $54,886 | $102,966-46.7% | $90,281-39.2% | $152,861-64.1% |
| Participation rate | 34.8% | 75.9%-41.1pp | 73.3%-38.5pp | 82.4%-47.7pp |
| Annual return | 20.65% | 95.16%-74.5pp | 78.10%-57.5pp | 345.32%-324.7pp |
| Employer contribution / active EE | $382 | $3,139-87.8% | $2,854-86.6% | $4,762-92.0% |
| Participant deferral / active EE | $1,579 | $4,281-63.1% | $3,885-59.4% | $5,850-73.0% |
| Admin fee / account holder | $1,759 | $6,171-71.5% | $5,351-67.1% | $11,596-84.8% |