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 | $45,621 | $58,927-22.6% | $76,817-40.6% | $72,985-37.5% |
| Participation rate | 52.6% | 67.3%-14.7pp | 72.1%-19.4pp | 69.5%-16.9pp |
| Annual return | 22.78% | 2305.64%-2282.9pp | 1166.11%-1143.3pp | 81.00%-58.2pp |
| Employer contribution / active EE | $650 | $1,787-63.6% | $2,302-71.8% | $2,440-73.4% |
| Participant deferral / active EE | $1,700 | $2,690-36.8% | $3,336-49.0% | $3,607-52.9% |
| Admin fee / account holder | $842 | $4,013-79.0% | $6,420-86.9% | $5,124-83.6% |