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 | $46,397 | $111,724-58.5% | $93,606-50.4% | $145,922-68.2% |
| Participation rate | 54.2% | 74.2%-20.0pp | 68.7%-14.6pp | 80.3%-26.1pp |
| Annual return | 8.30% | 202.98%-194.7pp | 133.20%-124.9pp | 561.29%-553.0pp |
| Employer contribution / active EE | $933 | $3,090-69.8% | $2,420-61.5% | $4,660-80.0% |
| Participant deferral / active EE | $2,575 | $4,912-47.6% | $4,411-41.6% | $6,688-61.5% |
| Admin fee / account holder | $2,298 | $10,250-77.6% | $8,285-72.3% | $13,397-82.9% |