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 | $43,309 | $79,171-45.3% | $102,423-57.7% | $74,495-41.9% |
| Participation rate | 43.2% | 74.8%-31.6pp | 76.5%-33.3pp | 67.2%-24.0pp |
| Annual return | 11.46% | 54.93%-43.5pp | 29.32%-17.9pp | 1364.94%-1353.5pp |
| Employer contribution / active EE | $1,734 | $2,362-26.6% | $3,023-42.7% | $2,623-33.9% |
| Participant deferral / active EE | $3,198 | $4,415-27.6% | $5,053-36.7% | $4,346-26.4% |
| Admin fee / account holder | $4,845 | $2,001+142.2% | $9,451-48.7% | $1,942+149.5% |