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 | $47,259 | $69,515-32.0% | $86,874-45.6% | $85,850-45.0% |
| Participation rate | 59.3% | 66.3%-7.1pp | 71.6%-12.4pp | 69.3%-10.1pp |
| Annual return | 33.35% | 20.12%+13.2pp | 63.52%-30.2pp | 318.53%-285.2pp |
| Employer contribution / active EE | $2,360 | $1,880+25.5% | $2,495-5.4% | $2,565-8.0% |
| Participant deferral / active EE | $4,125 | $2,919+41.3% | $3,699+11.5% | $3,952+4.4% |
| Admin fee / account holder | $1,183 | $5,972-80.2% | $5,828-79.7% | $6,260-81.1% |