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 | $52,623 | $102,317-48.6% | $146,958-64.2% | $80,856-34.9% |
| Participation rate | 38.2% | 75.8%-37.6pp | 82.2%-43.9pp | 67.6%-29.4pp |
| Annual return | 18.57% | 134.76%-116.2pp | 418.34%-399.8pp | 35.59%-17.0pp |
| Employer contribution / active EE | $2,452 | $3,713-34.0% | $4,933-50.3% | $2,755-11.0% |
| Participant deferral / active EE | $4,606 | $6,644-30.7% | $8,070-42.9% | $4,296+7.2% |
| Admin fee / account holder | $2,997 | $7,941-62.3% | $12,998-76.9% | $6,918-56.7% |