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 | $40,375 | $86,286-53.2% | $111,297-63.7% | $85,850-53.0% |
| Participation rate | 50.0% | 73.3%-23.3pp | 77.3%-27.3pp | 69.3%-19.3pp |
| Annual return | 12.11% | 19.99%-7.9pp | 54.65%-42.5pp | 318.53%-306.4pp |
| Employer contribution / active EE | $1,273 | $2,043-37.7% | $2,731-53.4% | $2,565-50.4% |
| Participant deferral / active EE | $3,979 | $3,641+9.3% | $4,487-11.3% | $3,952+0.7% |
| Admin fee / account holder | $9,727 | $8,188+18.8% | $7,964+22.1% | $6,260+55.4% |