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 | $23,832 | $60,124-60.4% | $90,404-73.6% | $79,858-70.2% |
| Participation rate | 38.9% | 65.0%-26.1pp | 72.7%-33.8pp | 69.6%-30.7pp |
| Annual return | 18.25% | 71.94%-53.7pp | 1293.02%-1274.8pp | 31.71%-13.5pp |
| Employer contribution / active EE | $444 | $2,068-78.5% | $3,262-86.4% | $2,471-82.0% |
| Participant deferral / active EE | $1,639 | $2,938-44.2% | $3,963-58.7% | $3,740-56.2% |
| Admin fee / account holder | $4,003 | $3,976+0.7% | $5,611-28.7% | $5,306-24.6% |