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 | $41,436 | $121,625-65.9% | $104,607-60.4% | $158,922-73.9% |
| Participation rate | 66.7% | 77.5%-10.9pp | 74.1%-7.4pp | 82.0%-15.3pp |
| Annual return | 11.21% | 465.26%-454.0pp | 340.46%-329.3pp | 302.83%-291.6pp |
| Employer contribution / active EE | $1,623 | $3,163-48.7% | $2,681-39.4% | $4,761-65.9% |
| Participant deferral / active EE | $5,907 | $4,177+41.4% | $3,740+58.0% | $5,982-1.2% |
| Admin fee / account holder | $34,814 | $7,787+347.1% | $6,473+437.8% | $11,246+209.6% |