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 | $58,506 | $111,754-47.6% | $103,333-43.4% | $145,922-59.9% |
| Participation rate | 52.6% | 77.9%-25.3pp | 74.5%-21.9pp | 80.3%-27.6pp |
| Annual return | 13.71% | 24.77%-11.1pp | 24.88%-11.2pp | 561.29%-547.6pp |
| Employer contribution / active EE | $2,187 | $4,212-48.1% | $3,868-43.5% | $4,660-53.1% |
| Participant deferral / active EE | $6,040 | $5,619+7.5% | $5,057+19.4% | $6,688-9.7% |
| Admin fee / account holder | $897 | $9,750-90.8% | $8,355-89.3% | $13,397-93.3% |