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 | $46,950 | $98,463-52.3% | $119,258-60.6% | $85,850-45.3% |
| Participation rate | 30.0% | 77.6%-47.6pp | 82.7%-52.7pp | 69.3%-39.3pp |
| Annual return | 14.26% | 38.53%-24.3pp | 30.69%-16.4pp | 318.53%-304.3pp |
| Employer contribution / active EE | $0 | $3,698-100.0% | $4,384-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,417 | $4,942-51.1% | $6,111-60.4% | $3,952-38.8% |
| Admin fee / account holder | $3,203 | $7,493-57.3% | $7,226-55.7% | $6,260-48.8% |