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 | $46,274 | $87,733-47.3% | $106,548-56.6% | $85,850-46.1% |
| Participation rate | 46.2% | 71.9%-25.8pp | 76.1%-30.0pp | 69.3%-23.2pp |
| Annual return | 16.08% | 21.86%-5.8pp | 26.80%-10.7pp | 318.53%-302.5pp |
| Employer contribution / active EE | $809 | $2,073-61.0% | $2,819-71.3% | $2,565-68.5% |
| Participant deferral / active EE | $1,884 | $3,469-45.7% | $4,398-57.2% | $3,952-52.3% |
| Admin fee / account holder | $1,845 | $6,767-72.7% | $7,407-75.1% | $6,260-70.5% |