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 | $48,221 | $169,032-71.5% | $129,207-62.7% | $145,922-67.0% |
| Participation rate | 33.3% | 76.4%-43.1pp | 69.6%-36.3pp | 80.3%-46.9pp |
| Annual return | 13.48% | 14330.11%-14316.6pp | 9417.33%-9403.9pp | 561.29%-547.8pp |
| Employer contribution / active EE | $737 | $5,537-86.7% | $4,153-82.2% | $4,660-84.2% |
| Participant deferral / active EE | $2,437 | $4,987-51.1% | $4,168-41.5% | $6,688-63.6% |
| Admin fee / account holder | $5,043 | $9,954-49.3% | $7,715-34.6% | $13,397-62.4% |