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 | $48,275 | $75,183-35.8% | $123,892-61.0% | $55,167-12.5% |
| Participation rate | 55.8% | 72.8%-17.1pp | 81.4%-25.6pp | 69.0%-13.2pp |
| Annual return | 13.14% | 19.01%-5.9pp | 47.52%-34.4pp | 169.23%-156.1pp |
| Employer contribution / active EE | $2,652 | $2,823-6.1% | $4,617-42.5% | $1,963+35.2% |
| Participant deferral / active EE | $4,496 | $5,084-11.6% | $5,984-24.9% | $3,054+47.2% |
| Admin fee / account holder | $2,124 | $663+220.6% | $8,357-74.6% | $504+321.6% |