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 | $47,189 | $100,852-53.2% | $90,404-47.8% | $158,922-70.3% |
| Participation rate | 53.3% | 75.0%-21.7pp | 72.7%-19.3pp | 82.0%-28.6pp |
| Annual return | 23.62% | 1724.20%-1700.6pp | 1293.02%-1269.4pp | 302.83%-279.2pp |
| Employer contribution / active EE | $1,293 | $3,689-64.9% | $3,262-60.4% | $4,761-72.8% |
| Participant deferral / active EE | $3,186 | $4,348-26.7% | $3,963-19.6% | $5,982-46.7% |
| Admin fee / account holder | $2,077 | $6,501-68.1% | $5,611-63.0% | $11,246-81.5% |