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 | $34,442 | $85,766-59.8% | $136,294-74.7% | $70,131-50.9% |
| Participation rate | 47.2% | 74.2%-27.0pp | 81.9%-34.8pp | 69.5%-22.4pp |
| Annual return | 19.87% | 31.45%-11.6pp | 5155.94%-5136.1pp | 73.14%-53.3pp |
| Employer contribution / active EE | $1,093 | $2,966-63.1% | $4,695-76.7% | $2,342-53.3% |
| Participant deferral / active EE | $2,256 | $5,051-55.3% | $6,247-63.9% | $3,332-32.3% |
| Admin fee / account holder | $8,337 | $5,420+53.8% | $9,243-9.8% | $4,645+79.5% |