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 | $49,003 | $108,172-54.7% | $77,482-36.8% | $158,922-69.2% |
| Participation rate | 13.0% | 64.4%-51.4pp | 54.2%-41.1pp | 82.0%-68.9pp |
| Annual return | 10.76% | 31.67%-20.9pp | 54.79%-44.0pp | 302.83%-292.1pp |
| Employer contribution / active EE | $149 | $1,325-88.7% | $986-84.9% | $4,761-96.9% |
| Participant deferral / active EE | $553 | $2,456-77.5% | $1,861-70.3% | $5,982-90.8% |
| Admin fee / account holder | $8,214 | $3,708+121.5% | $2,858+187.4% | $11,246-27.0% |