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 | $40,121 | $48,046-16.5% | $84,611-52.6% | $72,985-45.0% |
| Participation rate | 34.3% | 57.6%-23.3pp | 68.2%-33.9pp | 69.5%-35.2pp |
| Annual return | 23.52% | 37.38%-13.9pp | 258.74%-235.2pp | 81.00%-57.5pp |
| Employer contribution / active EE | $650 | $1,602-59.4% | $2,652-75.5% | $2,440-73.4% |
| Participant deferral / active EE | $1,450 | $2,680-45.9% | $3,899-62.8% | $3,607-59.8% |
| Admin fee / account holder | $8,866 | $3,395+161.2% | $4,912+80.5% | $5,124+73.0% |