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 | $48,686 | $57,281-15.0% | $86,612-43.8% | $75,163-35.2% |
| Participation rate | 17.7% | 63.2%-45.5pp | 71.7%-54.0pp | 67.2%-49.4pp |
| Annual return | 19.63% | 2670.75%-2651.1pp | 591.07%-571.4pp | 160.62%-141.0pp |
| Employer contribution / active EE | $519 | $2,314-77.6% | $3,022-82.8% | $2,670-80.5% |
| Participant deferral / active EE | $931 | $3,318-71.9% | $4,438-79.0% | $4,125-77.4% |
| Admin fee / account holder | $955 | $4,112-76.8% | $5,614-83.0% | $5,651-83.1% |