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 | $72,254 | $98,750-26.8% | $149,696-51.7% | $79,858-9.5% |
| Participation rate | 48.9% | 75.8%-26.9pp | 82.5%-33.6pp | 69.6%-20.7pp |
| Annual return | 19.39% | 27.43%-8.0pp | 276.60%-257.2pp | 31.71%-12.3pp |
| Employer contribution / active EE | $2,654 | $3,216-17.5% | $4,644-42.9% | $2,471+7.4% |
| Participant deferral / active EE | $4,234 | $5,680-25.5% | $6,842-38.1% | $3,740+13.2% |
| Admin fee / account holder | $836 | $6,053-86.2% | $9,309-91.0% | $5,306-84.2% |