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 | $73,959 | $115,770-36.1% | $101,248-27.0% | $158,922-53.5% |
| Participation rate | 35.7% | 79.4%-43.7pp | 75.8%-40.1pp | 82.0%-46.2pp |
| Annual return | 11.22% | 56.14%-44.9pp | 46.47%-35.3pp | 302.83%-291.6pp |
| Employer contribution / active EE | $1,644 | $4,175-60.6% | $3,660-55.1% | $4,761-65.5% |
| Participant deferral / active EE | $4,498 | $4,957-9.3% | $4,370+2.9% | $5,982-24.8% |
| Admin fee / account holder | $8,444 | $7,245+16.5% | $5,945+42.0% | $11,246-24.9% |