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 | $42,740 | $81,208-47.4% | $98,907-56.8% | $79,858-46.5% |
| Participation rate | 64.9% | 72.5%-7.6pp | 76.0%-11.1pp | 69.6%-4.7pp |
| Annual return | 10.89% | 60.99%-50.1pp | 196.43%-185.5pp | 31.71%-20.8pp |
| Employer contribution / active EE | $1,081 | $1,960-44.9% | $2,689-59.8% | $2,471-56.3% |
| Participant deferral / active EE | $1,963 | $3,265-39.9% | $4,244-53.7% | $3,740-47.5% |
| Admin fee / account holder | $4,269 | $6,013-29.0% | $6,642-35.7% | $5,306-19.5% |