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 | $43,833 | $96,305-54.5% | $80,569-45.6% | $139,434-68.6% |
| Participation rate | 60.0% | 73.6%-13.6pp | 67.0%-7.0pp | 80.3%-20.3pp |
| Annual return | 12.10% | 1350.08%-1338.0pp | 935.43%-923.3pp | 372.94%-360.8pp |
| Employer contribution / active EE | $1,368 | $3,262-58.1% | $2,723-49.8% | $4,751-71.2% |
| Participant deferral / active EE | $2,276 | $5,232-56.5% | $4,447-48.8% | $6,710-66.1% |
| Admin fee / account holder | $2,855 | $6,599-56.7% | $5,377-46.9% | $11,403-75.0% |