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 | $36,557 | $57,281-36.2% | $86,612-57.8% | $75,163-51.4% |
| Participation rate | 50.0% | 63.2%-13.2pp | 71.7%-21.7pp | 67.2%-17.2pp |
| Annual return | 13.70% | 2670.75%-2657.0pp | 591.07%-577.4pp | 160.62%-146.9pp |
| Employer contribution / active EE | $903 | $2,314-61.0% | $3,022-70.1% | $2,670-66.2% |
| Participant deferral / active EE | $3,165 | $3,318-4.6% | $4,438-28.7% | $4,125-23.3% |
| Admin fee / account holder | $1,930 | $4,112-53.1% | $5,614-65.6% | $5,651-65.8% |