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 | $52,432 | $102,966-49.1% | $90,281-41.9% | $152,861-65.7% |
| Participation rate | 40.0% | 75.9%-35.9pp | 73.3%-33.3pp | 82.4%-42.4pp |
| Annual return | 26.55% | 95.16%-68.6pp | 78.10%-51.6pp | 345.32%-318.8pp |
| Employer contribution / active EE | $1,046 | $3,139-66.7% | $2,854-63.4% | $4,762-78.0% |
| Participant deferral / active EE | $2,639 | $4,281-38.4% | $3,885-32.1% | $5,850-54.9% |
| Admin fee / account holder | $1,111 | $6,171-82.0% | $5,351-79.2% | $11,596-90.4% |