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 | $36,081 | $108,642-66.8% | $74,701-51.7% | $152,861-76.4% |
| Participation rate | 45.0% | 65.3%-20.3pp | 54.5%-9.5pp | 82.4%-37.4pp |
| Annual return | 27.49% | 114.06%-86.6pp | 752.92%-725.4pp | 345.32%-317.8pp |
| Employer contribution / active EE | $1,120 | $1,503-25.4% | $1,084+3.4% | $4,762-76.5% |
| Participant deferral / active EE | $1,570 | $2,712-42.1% | $1,964-20.0% | $5,850-73.2% |
| Admin fee / account holder | $683 | $4,902-86.1% | $3,333-79.5% | $11,596-94.1% |