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 | $77,466 | $176,377-56.1% | $134,143-42.3% | $158,922-51.3% |
| Participation rate | 41.2% | 78.7%-37.5pp | 72.2%-31.0pp | 82.0%-40.8pp |
| Annual return | 14.61% | 63.63%-49.0pp | 36.33%-21.7pp | 302.83%-288.2pp |
| Employer contribution / active EE | $1,431 | $5,040-71.6% | $3,704-61.4% | $4,761-69.9% |
| Participant deferral / active EE | $3,650 | $4,091-10.8% | $3,499+4.3% | $5,982-39.0% |
| Admin fee / account holder | $5,158 | $8,718-40.8% | $6,684-22.8% | $11,246-54.1% |