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 | $48,210 | $57,281-15.8% | $86,612-44.3% | $75,163-35.9% |
| Participation rate | 42.9% | 63.2%-20.3pp | 71.7%-28.8pp | 67.2%-24.3pp |
| Annual return | 17.85% | 2670.75%-2652.9pp | 591.07%-573.2pp | 160.62%-142.8pp |
| Employer contribution / active EE | $908 | $2,314-60.8% | $3,022-69.9% | $2,670-66.0% |
| Participant deferral / active EE | $2,073 | $3,318-37.5% | $4,438-53.3% | $4,125-49.7% |
| Admin fee / account holder | $1,368 | $4,112-66.7% | $5,614-75.6% | $5,651-75.8% |