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 | $47,131 | $71,192-33.8% | $117,854-60.0% | $62,292-24.3% |
| Participation rate | 69.4% | 74.2%-4.9pp | 79.7%-10.3pp | 69.5%-0.1pp |
| Annual return | 18.72% | 18.66%+0.1pp | 335.08%-316.4pp | 28.90%-10.2pp |
| Employer contribution / active EE | $1,088 | $1,934-43.7% | $3,786-71.3% | $2,042-46.7% |
| Participant deferral / active EE | $3,261 | $3,189+2.3% | $4,482-27.2% | $3,169+2.9% |
| Admin fee / account holder | $3,630 | $587+518.2% | $8,020-54.7% | $479+657.4% |