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 | $52,396 | $117,381-55.4% | $99,443-47.3% | $152,861-65.7% |
| Participation rate | 46.2% | 77.5%-31.4pp | 73.8%-27.7pp | 82.4%-36.3pp |
| Annual return | 35.08% | 31.87%+3.2pp | 30.72%+4.4pp | 345.32%-310.2pp |
| Employer contribution / active EE | $492 | $3,013-83.7% | $2,540-80.6% | $4,762-89.7% |
| Participant deferral / active EE | $970 | $4,086-76.3% | $3,619-73.2% | $5,850-83.4% |
| Admin fee / account holder | $2,797 | $7,631-63.3% | $6,250-55.3% | $11,596-75.9% |