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 | $48,894 | $108,642-55.0% | $74,701-34.5% | $152,861-68.0% |
| Participation rate | 26.1% | 65.3%-39.3pp | 54.5%-28.4pp | 82.4%-56.4pp |
| Annual return | 14.82% | 114.06%-99.2pp | 752.92%-738.1pp | 345.32%-330.5pp |
| Employer contribution / active EE | $1,211 | $1,503-19.4% | $1,084+11.7% | $4,762-74.6% |
| Participant deferral / active EE | $2,613 | $2,712-3.7% | $1,964+33.1% | $5,850-55.3% |
| Admin fee / account holder | $432 | $4,902-91.2% | $3,333-87.0% | $11,596-96.3% |