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 | $51,791 | $102,966-49.7% | $90,281-42.6% | $152,861-66.1% |
| Participation rate | 60.0% | 75.9%-15.9pp | 73.3%-13.3pp | 82.4%-22.4pp |
| Annual return | 13.22% | 95.16%-81.9pp | 78.10%-64.9pp | 345.32%-332.1pp |
| Employer contribution / active EE | $976 | $3,139-68.9% | $2,854-65.8% | $4,762-79.5% |
| Participant deferral / active EE | $1,317 | $4,281-69.2% | $3,885-66.1% | $5,850-77.5% |
| Admin fee / account holder | $47,406 | $6,171+668.2% | $5,351+785.9% | $11,596+308.8% |