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 | $36,789 | $72,400-49.2% | $67,502-45.5% | $145,922-74.8% |
| Participation rate | 54.2% | 76.9%-22.7pp | 72.9%-18.7pp | 80.3%-26.1pp |
| Annual return | 9.93% | 7182.46%-7172.5pp | 3512.12%-3502.2pp | 561.29%-551.4pp |
| Employer contribution / active EE | $585 | $3,069-81.0% | $2,731-78.6% | $4,660-87.5% |
| Participant deferral / active EE | $2,610 | $4,783-45.4% | $4,000-34.7% | $6,688-61.0% |
| Admin fee / account holder | $5,340 | $5,539-3.6% | $3,998+33.6% | $13,397-60.1% |