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 | $52,471 | $76,738-31.6% | $56,411-7.0% | $145,922-64.0% |
| Participation rate | 52.9% | 63.2%-10.3pp | 52.5%+0.5pp | 80.3%-27.3pp |
| Annual return | 11.35% | 2994.23%-2982.9pp | 1701.33%-1690.0pp | 561.29%-549.9pp |
| Employer contribution / active EE | $734 | $1,380-46.8% | $1,039-29.3% | $4,660-84.2% |
| Participant deferral / active EE | $1,330 | $2,623-49.3% | $1,952-31.8% | $6,688-80.1% |
| Admin fee / account holder | $491 | $3,334-85.3% | $2,829-82.6% | $13,397-96.3% |