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 | $32,494 | $53,516-39.3% | $126,539-74.3% | $84,808-61.7% |
| Participation rate | 45.9% | 58.2%-12.3pp | 69.8%-23.9pp | 68.3%-22.4pp |
| Annual return | 17.00% | 58.34%-41.3pp | 425.95%-408.9pp | 40.90%-23.9pp |
| Employer contribution / active EE | $1,340 | $1,535-12.7% | $3,674-63.5% | $2,631-49.1% |
| Participant deferral / active EE | $1,937 | $2,671-27.5% | $4,083-52.5% | $4,212-54.0% |
| Admin fee / account holder | $2,121 | $4,497-52.8% | $6,065-65.0% | $7,344-71.1% |