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 | $29,546 | $106,890-72.4% | $84,015-64.8% | $152,861-80.7% |
| Participation rate | 46.7% | 75.2%-28.6pp | 69.0%-22.3pp | 82.4%-35.8pp |
| Annual return | 15.15% | 104.99%-89.8pp | 71.31%-56.2pp | 345.32%-330.2pp |
| Employer contribution / active EE | $821 | $2,734-70.0% | $1,983-58.6% | $4,762-82.8% |
| Participant deferral / active EE | $1,757 | $4,011-56.2% | $3,239-45.8% | $5,850-70.0% |
| Admin fee / account holder | $528 | $8,285-93.6% | $6,101-91.3% | $11,596-95.4% |