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 | $51,321 | $102,616-50.0% | $81,983-37.4% | $158,922-67.7% |
| Participation rate | 42.9% | 75.5%-32.7pp | 69.2%-26.4pp | 82.0%-39.1pp |
| Annual return | 27.64% | 61.04%-33.4pp | 41.31%-13.7pp | 302.83%-275.2pp |
| Employer contribution / active EE | $1,348 | $3,240-58.4% | $2,498-46.0% | $4,761-71.7% |
| Participant deferral / active EE | $4,653 | $4,648+0.1% | $3,722+25.0% | $5,982-22.2% |
| Admin fee / account holder | $525 | $8,235-93.6% | $5,664-90.7% | $11,246-95.3% |