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 | $34,497 | $55,415-37.7% | $155,509-77.8% | $74,495-53.7% |
| Participation rate | 48.7% | 61.9%-13.2pp | 78.2%-29.5pp | 67.2%-18.5pp |
| Annual return | 15.06% | 268.50%-253.4pp | 64.67%-49.6pp | 1364.94%-1349.9pp |
| Employer contribution / active EE | $926 | $2,267-59.1% | $4,672-80.2% | $2,623-64.7% |
| Participant deferral / active EE | $2,500 | $2,836-11.8% | $5,626-55.6% | $4,346-42.5% |
| Admin fee / account holder | $7,307 | $1,738+320.4% | $15,912-54.1% | $1,942+276.3% |