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 | $28,015 | $107,334-73.9% | $92,893-69.8% | $152,861-81.7% |
| Participation rate | 47.8% | 79.8%-32.0pp | 76.0%-28.2pp | 82.4%-34.6pp |
| Annual return | 23.64% | 145.58%-121.9pp | 109.41%-85.8pp | 345.32%-321.7pp |
| Employer contribution / active EE | $1,299 | $4,221-69.2% | $3,653-64.4% | $4,762-72.7% |
| Participant deferral / active EE | $2,501 | $4,845-48.4% | $4,236-41.0% | $5,850-57.3% |
| Admin fee / account holder | $721 | $7,079-89.8% | $5,794-87.6% | $11,596-93.8% |