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 | $65,449 | $106,890-38.8% | $84,015-22.1% | $152,861-57.2% |
| Participation rate | 34.8% | 75.2%-40.5pp | 69.0%-34.2pp | 82.4%-47.7pp |
| Annual return | 24.52% | 104.99%-80.5pp | 71.31%-46.8pp | 345.32%-320.8pp |
| Employer contribution / active EE | $716 | $2,734-73.8% | $1,983-63.9% | $4,762-85.0% |
| Participant deferral / active EE | $2,938 | $4,011-26.8% | $3,239-9.3% | $5,850-49.8% |
| Admin fee / account holder | $377 | $8,285-95.4% | $6,101-93.8% | $11,596-96.7% |