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 | $54,153 | $78,672-31.2% | $109,143-50.4% | $85,850-36.9% |
| Participation rate | 44.0% | 68.3%-24.3pp | 75.9%-31.9pp | 69.3%-25.3pp |
| Annual return | 19.21% | 25.09%-5.9pp | 25.75%-6.5pp | 318.53%-299.3pp |
| Employer contribution / active EE | $1,452 | $2,735-46.9% | $3,722-61.0% | $2,565-43.4% |
| Participant deferral / active EE | $2,255 | $3,467-35.0% | $4,653-51.5% | $3,952-42.9% |
| Admin fee / account holder | $2,926 | $5,469-46.5% | $6,752-56.7% | $6,260-53.3% |