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 | $48,479 | $54,705-11.4% | $71,209-31.9% | $84,808-42.8% |
| Participation rate | 30.8% | 64.1%-33.3pp | 73.8%-43.0pp | 68.3%-37.5pp |
| Annual return | 28.10% | 35.90%-7.8pp | 282.51%-254.4pp | 40.90%-12.8pp |
| Employer contribution / active EE | $1,928 | $2,158-10.6% | $2,721-29.1% | $2,631-26.7% |
| Participant deferral / active EE | $3,064 | $3,030+1.1% | $4,175-26.6% | $4,212-27.3% |
| Admin fee / account holder | $23,109 | $4,863+375.2% | $5,349+332.0% | $7,344+214.7% |