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 | $57,070 | $100,852-43.4% | $90,404-36.9% | $158,922-64.1% |
| Participation rate | 35.7% | 75.0%-39.3pp | 72.7%-37.0pp | 82.0%-46.2pp |
| Annual return | 16.03% | 1724.20%-1708.2pp | 1293.02%-1277.0pp | 302.83%-286.8pp |
| Employer contribution / active EE | $1,075 | $3,689-70.8% | $3,262-67.0% | $4,761-77.4% |
| Participant deferral / active EE | $4,072 | $4,348-6.3% | $3,963+2.7% | $5,982-31.9% |
| Admin fee / account holder | $810 | $6,501-87.5% | $5,611-85.6% | $11,246-92.8% |