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 | $21,497 | $48,570-55.7% | $130,648-83.5% | $72,985-70.5% |
| Participation rate | 40.0% | 58.6%-18.6pp | 71.7%-31.7pp | 69.5%-29.5pp |
| Annual return | 16.83% | 38.63%-21.8pp | 1708.96%-1692.1pp | 81.00%-64.2pp |
| Employer contribution / active EE | $950 | $1,334-28.8% | $4,092-76.8% | $2,440-61.1% |
| Participant deferral / active EE | $1,571 | $2,384-34.1% | $3,603-56.4% | $3,607-56.4% |
| Admin fee / account holder | $765 | $3,549-78.5% | $5,464-86.0% | $5,124-85.1% |