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 | $63,861 | $49,922+27.9% | $80,569-20.7% | $75,163-15.0% |
| Participation rate | 28.3% | 55.3%-27.0pp | 67.0%-38.7pp | 67.2%-38.9pp |
| Annual return | 24.59% | 34.69%-10.1pp | 935.43%-910.8pp | 160.62%-136.0pp |
| Employer contribution / active EE | $863 | $1,698-49.2% | $2,723-68.3% | $2,670-67.7% |
| Participant deferral / active EE | $2,047 | $2,990-31.5% | $4,447-54.0% | $4,125-50.4% |
| Admin fee / account holder | $987 | $3,577-72.4% | $5,377-81.7% | $5,651-82.5% |