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 | $36,131 | $60,124-39.9% | $90,404-60.0% | $79,858-54.8% |
| Participation rate | 63.3% | 65.0%-1.6pp | 72.7%-9.3pp | 69.6%-6.3pp |
| Annual return | 15.59% | 71.94%-56.4pp | 1293.02%-1277.4pp | 31.71%-16.1pp |
| Employer contribution / active EE | $1,246 | $2,068-39.8% | $3,262-61.8% | $2,471-49.6% |
| Participant deferral / active EE | $811 | $2,938-72.4% | $3,963-79.5% | $3,740-78.3% |
| Admin fee / account holder | $1,186 | $3,976-70.2% | $5,611-78.9% | $5,306-77.6% |