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 | $34,648 | $105,181-67.1% | $159,436-78.3% | $85,850-59.6% |
| Participation rate | 63.2% | 75.8%-12.6pp | 82.8%-19.7pp | 69.3%-6.2pp |
| Annual return | 15.15% | 45.07%-29.9pp | 263.57%-248.4pp | 318.53%-303.4pp |
| Employer contribution / active EE | $1,083 | $3,318-67.4% | $4,829-77.6% | $2,565-57.8% |
| Participant deferral / active EE | $3,603 | $5,945-39.4% | $7,352-51.0% | $3,952-8.8% |
| Admin fee / account holder | $5,294 | $6,933-23.6% | $10,799-51.0% | $6,260-15.4% |