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 | $47,431 | $95,561-50.4% | $77,163-38.5% | $139,434-66.0% |
| Participation rate | 64.7% | 73.9%-9.2pp | 69.6%-4.9pp | 80.3%-15.6pp |
| Annual return | 18.28% | 54.92%-36.6pp | 37.87%-19.6pp | 372.94%-354.7pp |
| Employer contribution / active EE | $2,353 | $3,147-25.2% | $2,535-7.2% | $4,751-50.5% |
| Participant deferral / active EE | $2,489 | $4,624-46.2% | $3,833-35.1% | $6,710-62.9% |
| Admin fee / account holder | $7,578 | $8,295-8.6% | $5,472+38.5% | $11,403-33.5% |