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 | $40,757 | $49,922-18.4% | $80,569-49.4% | $75,163-45.8% |
| Participation rate | 50.0% | 55.3%-5.3pp | 67.0%-17.0pp | 67.2%-17.2pp |
| Annual return | 14.61% | 34.69%-20.1pp | 935.43%-920.8pp | 160.62%-146.0pp |
| Employer contribution / active EE | $451 | $1,698-73.4% | $2,723-83.4% | $2,670-83.1% |
| Participant deferral / active EE | $2,249 | $2,990-24.8% | $4,447-49.4% | $4,125-45.5% |
| Admin fee / account holder | $5,739 | $3,577+60.4% | $5,377+6.7% | $5,651+1.6% |