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 | $48,721 | $105,859-54.0% | $90,160-46.0% | $147,584-67.0% |
| Participation rate | 62.5% | 79.7%-17.2pp | 76.9%-14.4pp | 82.8%-20.3pp |
| Annual return | 13.60% | 37.63%-24.0pp | 34.88%-21.3pp | 578.55%-564.9pp |
| Employer contribution / active EE | $2,442 | $4,126-40.8% | $3,318-26.4% | $4,876-49.9% |
| Participant deferral / active EE | $4,354 | $5,733-24.1% | $5,288-17.7% | $5,439-20.0% |
| Admin fee / account holder | $7,297 | $8,046-9.3% | $5,943+22.8% | $10,885-33.0% |