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 | $46,810 | $98,240-52.4% | $82,313-43.1% | $147,584-68.3% |
| Participation rate | 60.0% | 79.7%-19.7pp | 76.9%-16.9pp | 82.8%-22.8pp |
| Annual return | 20.27% | 30.85%-10.6pp | 25.88%-5.6pp | 578.55%-558.3pp |
| Employer contribution / active EE | $2,241 | $3,192-29.8% | $2,428-7.7% | $4,876-54.0% |
| Participant deferral / active EE | $5,122 | $4,383+16.8% | $3,706+38.2% | $5,439-5.8% |
| Admin fee / account holder | $3,179 | $8,563-62.9% | $5,608-43.3% | $10,885-70.8% |