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 | $95,525 | $58,694+62.8% | $142,863-33.1% | $85,850+11.3% |
| Participation rate | 37.0% | 58.5%-21.4pp | 71.9%-34.9pp | 69.3%-32.3pp |
| Annual return | 15.97% | 27.72%-11.7pp | 5637.54%-5621.6pp | 318.53%-302.6pp |
| Employer contribution / active EE | $592 | $1,423-58.4% | $4,144-85.7% | $2,565-76.9% |
| Participant deferral / active EE | $1,481 | $2,607-43.2% | $3,837-61.4% | $3,952-62.5% |
| Admin fee / account holder | $831 | $4,239-80.4% | $6,560-87.3% | $6,260-86.7% |