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 | $27,326 | $96,557-71.7% | $80,975-66.3% | $273,961-90.0% |
| Participation rate | 40.0% | 79.1%-39.1pp | 75.8%-35.8pp | 83.0%-43.0pp |
| Annual return | 49.22% | 15.14%+34.1pp | 17.10%+32.1pp | 41.45%+7.8pp |
| Employer contribution / active EE | $2,982 | $4,868-38.7% | $3,714-19.7% | $4,869-38.7% |
| Participant deferral / active EE | $1,954 | $6,598-70.4% | $5,696-65.7% | $5,287-63.0% |
| Admin fee / account holder | $13,437 | $7,492+79.3% | $5,516+143.6% | $10,132+32.6% |