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 | $48,075 | $52,406-8.3% | $129,207-62.8% | $74,495-35.5% |
| Participation rate | 55.2% | 53.8%+1.4pp | 69.6%-14.4pp | 67.2%-12.0pp |
| Annual return | 15.06% | 15.66%-0.6pp | 9417.33%-9402.3pp | 1364.94%-1349.9pp |
| Employer contribution / active EE | $637 | $1,531-58.4% | $4,153-84.7% | $2,623-75.7% |
| Participant deferral / active EE | $3,654 | $2,794+30.7% | $4,168-12.3% | $4,346-15.9% |
| Admin fee / account holder | $521 | $2,633-80.2% | $7,715-93.2% | $1,942-73.2% |