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 | $54,127 | $109,327-50.5% | $89,391-39.4% | $158,922-65.9% |
| Participation rate | 50.0% | 74.3%-24.3pp | 68.0%-18.0pp | 82.0%-32.0pp |
| Annual return | 20.17% | 345.68%-325.5pp | 245.62%-225.4pp | 302.83%-282.7pp |
| Employer contribution / active EE | $1,674 | $3,170-47.2% | $2,586-35.3% | $4,761-64.8% |
| Participant deferral / active EE | $3,720 | $4,598-19.1% | $3,890-4.4% | $5,982-37.8% |
| Admin fee / account holder | $584 | $6,153-90.5% | $4,881-88.0% | $11,246-94.8% |