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 | $49,708 | $54,701-9.1% | $86,188-42.3% | $71,457-30.4% |
| Participation rate | 54.2% | 60.1%-5.9pp | 69.0%-14.8pp | 67.9%-13.7pp |
| Annual return | 15.16% | 20.06%-4.9pp | 1168.45%-1153.3pp | 28.85%-13.7pp |
| Employer contribution / active EE | $787 | $1,265-37.8% | $2,380-66.9% | $2,588-69.6% |
| Participant deferral / active EE | $2,672 | $3,108-14.0% | $3,985-32.9% | $4,289-37.7% |
| Admin fee / account holder | $671 | $1,922-65.1% | $6,852-90.2% | $1,587-57.7% |