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 | $45,027 | $100,041-55.0% | $149,718-69.9% | $70,131-35.8% |
| Participation rate | 54.9% | 83.6%-28.6pp | 87.1%-32.1pp | 69.5%-14.6pp |
| Annual return | 13.99% | 27.43%-13.4pp | 1501.63%-1487.6pp | 73.14%-59.2pp |
| Employer contribution / active EE | $0 | $3,662-100.0% | $5,445-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,167 | $4,983-36.4% | $6,569-51.8% | $3,332-4.9% |
| Admin fee / account holder | $11,150 | $8,286+34.6% | $11,283-1.2% | $4,645+140.0% |