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 | $34,785 | $100,852-65.5% | $90,404-61.5% | $158,922-78.1% |
| Participation rate | 35.0% | 75.0%-40.0pp | 72.7%-37.7pp | 82.0%-47.0pp |
| Annual return | 26.20% | 1724.20%-1698.0pp | 1293.02%-1266.8pp | 302.83%-276.6pp |
| Employer contribution / active EE | $523 | $3,689-85.8% | $3,262-84.0% | $4,761-89.0% |
| Participant deferral / active EE | $808 | $4,348-81.4% | $3,963-79.6% | $5,982-86.5% |
| Admin fee / account holder | $750 | $6,501-88.5% | $5,611-86.6% | $11,246-93.3% |