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 | $36,323 | $58,208-37.6% | $81,812-55.6% | $80,856-55.1% |
| Participation rate | 61.1% | 63.4%-2.3pp | 72.3%-11.2pp | 67.6%-6.5pp |
| Annual return | 14.60% | 41.66%-27.1pp | 773.79%-759.2pp | 35.59%-21.0pp |
| Employer contribution / active EE | $2,182 | $2,340-6.8% | $2,912-25.1% | $2,755-20.8% |
| Participant deferral / active EE | $3,284 | $3,281+0.1% | $4,319-24.0% | $4,296-23.6% |
| Admin fee / account holder | $1,431 | $4,981-71.3% | $7,386-80.6% | $6,918-79.3% |