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 | $52,669 | $96,305-45.3% | $80,569-34.6% | $139,434-62.2% |
| Participation rate | 46.7% | 73.6%-27.0pp | 67.0%-20.3pp | 80.3%-33.7pp |
| Annual return | 17.52% | 1350.08%-1332.6pp | 935.43%-917.9pp | 372.94%-355.4pp |
| Employer contribution / active EE | $1,844 | $3,262-43.5% | $2,723-32.3% | $4,751-61.2% |
| Participant deferral / active EE | $4,741 | $5,232-9.4% | $4,447+6.6% | $6,710-29.3% |
| Admin fee / account holder | $1,342 | $6,599-79.7% | $5,377-75.1% | $11,403-88.2% |