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 | $39,283 | $54,517-27.9% | $75,972-48.3% | $74,495-47.3% |
| Participation rate | 47.3% | 60.3%-13.0pp | 69.1%-21.8pp | 67.2%-19.9pp |
| Annual return | 11.05% | 31.82%-20.8pp | 359.55%-348.5pp | 1364.94%-1353.9pp |
| Employer contribution / active EE | $754 | $1,777-57.6% | $2,685-71.9% | $2,623-71.3% |
| Participant deferral / active EE | $4,440 | $3,066+44.8% | $4,255+4.3% | $4,346+2.2% |
| Admin fee / account holder | $4,349 | $2,229+95.2% | $6,467-32.7% | $1,942+124.0% |