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 4-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 | $21,215 | $58,208-63.6% | $81,812-74.1% | $80,856-73.8% |
| Participation rate | 44.9% | 63.4%-18.5pp | 72.3%-27.4pp | 67.6%-22.7pp |
| Annual return | 37.34% | 41.66%-4.3pp | 773.79%-736.4pp | 35.59%+1.7pp |
| Employer contribution / active EE | $664 | $2,340-71.6% | $2,912-77.2% | $2,755-75.9% |
| Participant deferral / active EE | $1,613 | $3,281-50.8% | $4,319-62.7% | $4,296-62.5% |
| Admin fee / account holder | $494 | $4,981-90.1% | $7,386-93.3% | $6,918-92.9% |