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 | $44,219 | $63,346-30.2% | $92,233-52.1% | $70,131-36.9% |
| Participation rate | 56.3% | 68.7%-12.3pp | 76.5%-20.1pp | 69.5%-13.2pp |
| Annual return | 13.05% | 530.12%-517.1pp | 176.28%-163.2pp | 73.14%-60.1pp |
| Employer contribution / active EE | $1,512 | $2,471-38.8% | $3,679-58.9% | $2,342-35.4% |
| Participant deferral / active EE | $2,796 | $2,854-2.0% | $3,897-28.3% | $3,332-16.1% |
| Admin fee / account holder | $7,416 | $3,840+93.1% | $5,194+42.8% | $4,645+59.7% |