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 | $49,226 | $48,570+1.3% | $130,648-62.3% | $72,985-32.6% |
| Participation rate | 42.0% | 58.6%-16.5pp | 71.7%-29.7pp | 69.5%-27.5pp |
| Annual return | 20.95% | 38.63%-17.7pp | 1708.96%-1688.0pp | 81.00%-60.1pp |
| Employer contribution / active EE | $885 | $1,334-33.7% | $4,092-78.4% | $2,440-63.7% |
| Participant deferral / active EE | $1,730 | $2,384-27.4% | $3,603-52.0% | $3,607-52.1% |
| Admin fee / account holder | $1,619 | $3,549-54.4% | $5,464-70.4% | $5,124-68.4% |