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 | $46,642 | $52,406-11.0% | $129,207-63.9% | $74,495-37.4% |
| Participation rate | 36.1% | 53.8%-17.7pp | 69.6%-33.5pp | 67.2%-31.1pp |
| Annual return | 12.91% | 15.66%-2.7pp | 9417.33%-9404.4pp | 1364.94%-1352.0pp |
| Employer contribution / active EE | $828 | $1,531-45.9% | $4,153-80.1% | $2,623-68.4% |
| Participant deferral / active EE | $1,831 | $2,794-34.5% | $4,168-56.1% | $4,346-57.9% |
| Admin fee / account holder | $1,546 | $2,633-41.3% | $7,715-80.0% | $1,942-20.4% |