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 | $35,318 | $65,409-46.0% | $98,442-64.1% | $85,850-58.9% |
| Participation rate | 57.7% | 65.0%-7.3pp | 73.3%-15.6pp | 69.3%-11.6pp |
| Annual return | 35.70% | 21.76%+13.9pp | 1492.73%-1457.0pp | 318.53%-282.8pp |
| Employer contribution / active EE | $1,568 | $2,168-27.7% | $2,960-47.0% | $2,565-38.9% |
| Participant deferral / active EE | $1,204 | $3,166-62.0% | $4,276-71.8% | $3,952-69.5% |
| Admin fee / account holder | $2,062 | $4,593-55.1% | $5,949-65.3% | $6,260-67.1% |