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 | $47,025 | $107,334-56.2% | $92,893-49.4% | $152,861-69.2% |
| Participation rate | 42.9% | 79.8%-36.9pp | 76.0%-33.1pp | 82.4%-39.6pp |
| Annual return | 23.86% | 145.58%-121.7pp | 109.41%-85.6pp | 345.32%-321.5pp |
| Employer contribution / active EE | $907 | $4,221-78.5% | $3,653-75.2% | $4,762-80.9% |
| Participant deferral / active EE | $3,836 | $4,845-20.8% | $4,236-9.4% | $5,850-34.4% |
| Admin fee / account holder | $7,081 | $7,0790% | $5,794+22.2% | $11,596-38.9% |