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 | $47,304 | $86,286-45.2% | $111,297-57.5% | $85,850-44.9% |
| Participation rate | 37.9% | 73.3%-35.4pp | 77.3%-39.4pp | 69.3%-31.4pp |
| Annual return | 12.74% | 19.99%-7.2pp | 54.65%-41.9pp | 318.53%-305.8pp |
| Employer contribution / active EE | $1,096 | $2,043-46.4% | $2,731-59.9% | $2,565-57.3% |
| Participant deferral / active EE | $2,152 | $3,641-40.9% | $4,487-52.0% | $3,952-45.5% |
| Admin fee / account holder | $1,633 | $8,188-80.1% | $7,964-79.5% | $6,260-73.9% |