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 | $47,236 | $55,415-14.8% | $155,509-69.6% | $74,495-36.6% |
| Participation rate | 52.4% | 61.9%-9.5pp | 78.2%-25.8pp | 67.2%-14.8pp |
| Annual return | 21.13% | 268.50%-247.4pp | 64.67%-43.5pp | 1364.94%-1343.8pp |
| Employer contribution / active EE | $638 | $2,267-71.8% | $4,672-86.3% | $2,623-75.7% |
| Participant deferral / active EE | $2,696 | $2,836-4.9% | $5,626-52.1% | $4,346-38.0% |
| Admin fee / account holder | $3,570 | $1,738+105.4% | $15,912-77.6% | $1,942+83.9% |