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 | $41,324 | $106,890-61.3% | $84,015-50.8% | $152,861-73.0% |
| Participation rate | 55.6% | 75.2%-19.7pp | 69.0%-13.5pp | 82.4%-26.9pp |
| Annual return | 26.63% | 104.99%-78.4pp | 71.31%-44.7pp | 345.32%-318.7pp |
| Employer contribution / active EE | $802 | $2,734-70.7% | $1,983-59.6% | $4,762-83.2% |
| Participant deferral / active EE | $1,026 | $4,011-74.4% | $3,239-68.3% | $5,850-82.5% |
| Admin fee / account holder | $422 | $8,285-94.9% | $6,101-93.1% | $11,596-96.4% |