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 | $42,695 | $61,058-30.1% | $71,209-40.0% | $85,563-50.1% |
| Participation rate | 27.8% | 58.6%-30.8pp | 73.8%-46.0pp | 66.0%-38.2pp |
| Annual return | 17.28% | 100.41%-83.1pp | 282.51%-265.2pp | 31.51%-14.2pp |
| Employer contribution / active EE | $1,187 | $2,199-46.0% | $2,721-56.4% | $2,654-55.3% |
| Participant deferral / active EE | $2,439 | $3,173-23.1% | $4,175-41.6% | $4,375-44.3% |
| Admin fee / account holder | $4,221 | $855+393.9% | $5,349-21.1% | $834+406.0% |