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 | $49,215 | $99,079-50.3% | $77,999-36.9% | $273,961-82.0% |
| Participation rate | 38.1% | 78.6%-40.5pp | 75.5%-37.4pp | 83.0%-44.9pp |
| Annual return | 7.99% | 217.93%-209.9pp | 425.96%-418.0pp | 41.45%-33.5pp |
| Employer contribution / active EE | $882 | $3,308-73.3% | $2,470-64.3% | $4,869-81.9% |
| Participant deferral / active EE | $1,954 | $4,306-54.6% | $3,497-44.1% | $5,287-63.0% |
| Admin fee / account holder | $914 | $8,954-89.8% | $5,480-83.3% | $10,132-91.0% |