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 | $48,736 | $49,922-2.4% | $80,569-39.5% | $75,163-35.2% |
| Participation rate | 27.7% | 55.3%-27.6pp | 67.0%-39.3pp | 67.2%-39.5pp |
| Annual return | 21.58% | 34.69%-13.1pp | 935.43%-913.9pp | 160.62%-139.0pp |
| Employer contribution / active EE | $749 | $1,698-55.9% | $2,723-72.5% | $2,670-72.0% |
| Participant deferral / active EE | $1,352 | $2,990-54.8% | $4,447-69.6% | $4,125-67.2% |
| Admin fee / account holder | $16,230 | $3,577+353.7% | $5,377+201.8% | $5,651+187.2% |