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 | $48,731 | $78,485-37.9% | $106,213-54.1% | $74,495-34.6% |
| Participation rate | 47.0% | 72.8%-25.8pp | 75.3%-28.3pp | 67.2%-20.2pp |
| Annual return | 16.76% | 15.95%+0.8pp | 116.14%-99.4pp | 1364.94%-1348.2pp |
| Employer contribution / active EE | $1,516 | $2,523-39.9% | $3,171-52.2% | $2,623-42.2% |
| Participant deferral / active EE | $3,721 | $4,322-13.9% | $5,016-25.8% | $4,346-14.4% |
| Admin fee / account holder | $3,470 | $2,232+55.5% | $11,033-68.6% | $1,942+78.7% |