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 | $49,846 | $102,616-51.4% | $81,983-39.2% | $158,922-68.6% |
| Participation rate | 55.6% | 75.5%-20.0pp | 69.2%-13.7pp | 82.0%-26.4pp |
| Annual return | 10.76% | 61.04%-50.3pp | 41.31%-30.5pp | 302.83%-292.1pp |
| Employer contribution / active EE | $1,457 | $3,240-55.0% | $2,498-41.7% | $4,761-69.4% |
| Participant deferral / active EE | $2,257 | $4,648-51.4% | $3,722-39.4% | $5,982-62.3% |
| Admin fee / account holder | $618 | $8,235-92.5% | $5,664-89.1% | $11,246-94.5% |