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 | $55,304 | $99,985-44.7% | $146,665-62.3% | $85,850-35.6% |
| Participation rate | 29.7% | 73.1%-43.3pp | 80.1%-50.3pp | 69.3%-39.6pp |
| Annual return | 24.38% | 18.93%+5.5pp | 22.74%+1.6pp | 318.53%-294.1pp |
| Employer contribution / active EE | $1,080 | $2,559-57.8% | $4,136-73.9% | $2,565-57.9% |
| Participant deferral / active EE | $1,856 | $4,006-53.7% | $5,506-66.3% | $3,952-53.0% |
| Admin fee / account holder | $812 | $7,702-89.5% | $10,280-92.1% | $6,260-87.0% |