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 | $36,897 | $65,561-43.7% | $86,188-57.2% | $75,163-50.9% |
| Participation rate | 38.3% | 60.5%-22.2pp | 69.0%-30.7pp | 67.2%-28.9pp |
| Annual return | 20.84% | 46.05%-25.2pp | 1168.45%-1147.6pp | 160.62%-139.8pp |
| Employer contribution / active EE | $908 | $1,553-41.5% | $2,380-61.8% | $2,670-66.0% |
| Participant deferral / active EE | $1,902 | $3,024-37.1% | $3,985-52.3% | $4,125-53.9% |
| Admin fee / account holder | $2,578 | $5,474-52.9% | $6,852-62.4% | $5,651-54.4% |