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 | $44,348 | $144,119-69.2% | $117,854-62.4% | $147,584-70.0% |
| Participation rate | 50.0% | 83.4%-33.4pp | 79.7%-29.7pp | 82.8%-32.8pp |
| Annual return | 12.13% | 531.15%-519.0pp | 335.08%-322.9pp | 578.55%-566.4pp |
| Employer contribution / active EE | $1,341 | $4,896-72.6% | $3,786-64.6% | $4,876-72.5% |
| Participant deferral / active EE | $2,682 | $5,316-49.5% | $4,482-40.2% | $5,439-50.7% |
| Admin fee / account holder | $1,130 | $10,886-89.6% | $8,020-85.9% | $10,885-89.6% |