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 | $39,959 | $57,281-30.2% | $86,612-53.9% | $75,163-46.8% |
| Participation rate | 51.6% | 63.2%-11.6pp | 71.7%-20.1pp | 67.2%-15.6pp |
| Annual return | 15.75% | 2670.75%-2655.0pp | 591.07%-575.3pp | 160.62%-144.9pp |
| Employer contribution / active EE | $457 | $2,314-80.3% | $3,022-84.9% | $2,670-82.9% |
| Participant deferral / active EE | $2,040 | $3,318-38.5% | $4,438-54.0% | $4,125-50.5% |
| Admin fee / account holder | $1,003 | $4,112-75.6% | $5,614-82.1% | $5,651-82.3% |