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 | $47,334 | $102,317-53.7% | $146,958-67.8% | $80,856-41.5% |
| Participation rate | 53.2% | 75.8%-22.6pp | 82.2%-28.9pp | 67.6%-14.4pp |
| Annual return | 14.51% | 134.76%-120.2pp | 418.34%-403.8pp | 35.59%-21.1pp |
| Employer contribution / active EE | $2,146 | $3,713-42.2% | $4,933-56.5% | $2,755-22.1% |
| Participant deferral / active EE | $4,400 | $6,644-33.8% | $8,070-45.5% | $4,296+2.4% |
| Admin fee / account holder | $5,505 | $7,941-30.7% | $12,998-57.6% | $6,918-20.4% |