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 | $35,393 | $58,694-39.7% | $142,863-75.2% | $85,850-58.8% |
| Participation rate | 35.7% | 58.5%-22.8pp | 71.9%-36.2pp | 69.3%-33.6pp |
| Annual return | 18.77% | 27.72%-9.0pp | 5637.54%-5618.8pp | 318.53%-299.8pp |
| Employer contribution / active EE | $662 | $1,423-53.5% | $4,144-84.0% | $2,565-74.2% |
| Participant deferral / active EE | $1,095 | $2,607-58.0% | $3,837-71.5% | $3,952-72.3% |
| Admin fee / account holder | $1,429 | $4,239-66.3% | $6,560-78.2% | $6,260-77.2% |