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 | $37,465 | $98,240-61.9% | $82,313-54.5% | $147,584-74.6% |
| Participation rate | 52.4% | 79.7%-27.3pp | 76.9%-24.5pp | 82.8%-30.4pp |
| Annual return | 16.41% | 30.85%-14.4pp | 25.88%-9.5pp | 578.55%-562.1pp |
| Employer contribution / active EE | $1,063 | $3,192-66.7% | $2,428-56.2% | $4,876-78.2% |
| Participant deferral / active EE | $2,554 | $4,383-41.7% | $3,706-31.1% | $5,439-53.0% |
| Admin fee / account holder | $5,985 | $8,563-30.1% | $5,608+6.7% | $10,885-45.0% |