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 | $49,786 | $104,907-52.5% | $84,611-41.2% | $152,861-67.4% |
| Participation rate | 36.4% | 74.8%-38.5pp | 68.2%-31.9pp | 82.4%-46.1pp |
| Annual return | 27.25% | 373.79%-346.5pp | 258.74%-231.5pp | 345.32%-318.1pp |
| Employer contribution / active EE | $1,749 | $3,302-47.0% | $2,652-34.1% | $4,762-63.3% |
| Participant deferral / active EE | $4,069 | $4,688-13.2% | $3,899+4.4% | $5,850-30.4% |
| Admin fee / account holder | $3,462 | $6,241-44.5% | $4,912-29.5% | $11,596-70.1% |