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 | $45,093 | $106,890-57.8% | $84,015-46.3% | $152,861-70.5% |
| Participation rate | 29.4% | 75.2%-45.8pp | 69.0%-39.6pp | 82.4%-53.0pp |
| Annual return | 24.34% | 104.99%-80.6pp | 71.31%-47.0pp | 345.32%-321.0pp |
| Employer contribution / active EE | $1,507 | $2,734-44.9% | $1,983-24.0% | $4,762-68.3% |
| Participant deferral / active EE | $1,745 | $4,011-56.5% | $3,239-46.1% | $5,850-70.2% |
| Admin fee / account holder | $8,362 | $8,285+0.9% | $6,101+37.1% | $11,596-27.9% |