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 | $37,995 | $226,064-83.2% | $182,532-79.2% | $152,861-75.1% |
| Participation rate | 52.6% | 82.5%-29.8pp | 78.0%-25.3pp | 82.4%-29.8pp |
| Annual return | 21.53% | 192.51%-171.0pp | 148.54%-127.0pp | 345.32%-323.8pp |
| Employer contribution / active EE | $713 | $4,978-85.7% | $4,076-82.5% | $4,762-85.0% |
| Participant deferral / active EE | $3,658 | $6,368-42.6% | $5,524-33.8% | $5,850-37.5% |
| Admin fee / account holder | $2,367 | $10,703-77.9% | $8,592-72.5% | $11,596-79.6% |