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 | $44,348 | $101,317-56.2% | $146,958-69.8% | $74,495-40.5% |
| Participation rate | 57.9% | 75.5%-17.6pp | 82.2%-24.2pp | 67.2%-9.3pp |
| Annual return | 13.73% | 8730.91%-8717.2pp | 418.34%-404.6pp | 1364.94%-1351.2pp |
| Employer contribution / active EE | $2,793 | $3,810-26.7% | $4,933-43.4% | $2,623+6.5% |
| Participant deferral / active EE | $5,210 | $7,303-28.7% | $8,070-35.4% | $4,346+19.9% |
| Admin fee / account holder | $4,643 | $1,739+167.0% | $12,998-64.3% | $1,942+139.1% |