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 | $62,967 | $88,083-28.5% | $164,813-61.8% | $74,495-15.5% |
| Participation rate | 46.1% | 73.0%-27.0pp | 78.6%-32.5pp | 67.2%-21.1pp |
| Annual return | 17.38% | 17.26%+0.1pp | 69.93%-52.5pp | 1364.94%-1347.6pp |
| Employer contribution / active EE | $895 | $2,593-65.5% | $4,341-79.4% | $2,623-65.9% |
| Participant deferral / active EE | $2,391 | $4,498-46.8% | $6,031-60.4% | $4,346-45.0% |
| Admin fee / account holder | $4,977 | $2,234+122.8% | $12,690-60.8% | $1,942+156.3% |