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 | $48,449 | $60,124-19.4% | $90,404-46.4% | $79,858-39.3% |
| Participation rate | 50.0% | 65.0%-15.0pp | 72.7%-22.7pp | 69.6%-19.6pp |
| Annual return | 15.06% | 71.94%-56.9pp | 1293.02%-1278.0pp | 31.71%-16.7pp |
| Employer contribution / active EE | $421 | $2,068-79.6% | $3,262-87.1% | $2,471-83.0% |
| Participant deferral / active EE | $1,371 | $2,938-53.4% | $3,963-65.4% | $3,740-63.4% |
| Admin fee / account holder | $1,402 | $3,976-64.7% | $5,611-75.0% | $5,306-73.6% |