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 | $30,705 | $77,314-60.3% | $177,989-82.7% | $80,856-62.0% |
| Participation rate | 60.7% | 65.7%-5.0pp | 77.1%-16.4pp | 67.6%-7.0pp |
| Annual return | 11.27% | 18.09%-6.8pp | 294.48%-283.2pp | 35.59%-24.3pp |
| Employer contribution / active EE | $1,248 | $2,292-45.6% | $3,949-68.4% | $2,755-54.7% |
| Participant deferral / active EE | $2,230 | $4,411-49.4% | $6,276-64.5% | $4,296-48.1% |
| Admin fee / account holder | $1,592 | $7,191-77.9% | $10,363-84.6% | $6,918-77.0% |