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 | $45,436 | $60,124-24.4% | $90,404-49.7% | $79,858-43.1% |
| Participation rate | 28.1% | 65.0%-36.9pp | 72.7%-44.6pp | 69.6%-41.5pp |
| Annual return | 14.61% | 71.94%-57.3pp | 1293.02%-1278.4pp | 31.71%-17.1pp |
| Employer contribution / active EE | $1,117 | $2,068-46.0% | $3,262-65.8% | $2,471-54.8% |
| Participant deferral / active EE | $1,489 | $2,938-49.3% | $3,963-62.4% | $3,740-60.2% |
| Admin fee / account holder | $624 | $3,976-84.3% | $5,611-88.9% | $5,306-88.2% |