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 | $40,908 | $99,652-58.9% | $78,778-48.1% | $147,584-72.3% |
| Participation rate | 39.1% | 76.2%-37.1pp | 69.2%-30.1pp | 82.8%-43.7pp |
| Annual return | 19.06% | 47.28%-28.2pp | 35.62%-16.6pp | 578.55%-559.5pp |
| Employer contribution / active EE | $0 | $2,796-100.0% | $1,986-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,293 | $3,664-64.7% | $2,958-56.3% | $5,439-76.2% |
| Admin fee / account holder | $1,460 | $7,155-79.6% | $5,134-71.6% | $10,885-86.6% |