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 | $47,393 | $85,022-44.3% | $70,515-32.8% | $139,434-66.0% |
| Participation rate | 46.7% | 73.9%-27.2pp | 68.3%-21.7pp | 80.3%-33.7pp |
| Annual return | 11.61% | 30.38%-18.8pp | 32.77%-21.2pp | 372.94%-361.3pp |
| Employer contribution / active EE | $1,061 | $3,909-72.9% | $2,973-64.3% | $4,751-77.7% |
| Participant deferral / active EE | $4,189 | $5,890-28.9% | $4,567-8.3% | $6,710-37.6% |
| Admin fee / account holder | $15,177 | $8,906+70.4% | $6,412+136.7% | $11,403+33.1% |