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 | $44,282 | $85,766-48.4% | $136,294-67.5% | $70,131-36.9% |
| Participation rate | 39.5% | 74.2%-34.6pp | 81.9%-42.4pp | 69.5%-30.0pp |
| Annual return | 19.97% | 31.45%-11.5pp | 5155.94%-5136.0pp | 73.14%-53.2pp |
| Employer contribution / active EE | $1,245 | $2,966-58.0% | $4,695-73.5% | $2,342-46.8% |
| Participant deferral / active EE | $2,533 | $5,051-49.9% | $6,247-59.5% | $3,332-24.0% |
| Admin fee / account holder | $3,014 | $5,420-44.4% | $9,243-67.4% | $4,645-35.1% |