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 | $36,472 | $121,625-70.0% | $104,607-65.1% | $158,922-77.1% |
| Participation rate | 43.5% | 77.5%-34.1pp | 74.1%-30.6pp | 82.0%-38.5pp |
| Annual return | 16.84% | 465.26%-448.4pp | 340.46%-323.6pp | 302.83%-286.0pp |
| Employer contribution / active EE | $862 | $3,163-72.7% | $2,681-67.8% | $4,761-81.9% |
| Participant deferral / active EE | $1,076 | $4,177-74.2% | $3,740-71.2% | $5,982-82.0% |
| Admin fee / account holder | $2,087 | $7,787-73.2% | $6,473-67.8% | $11,246-81.4% |