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 | $30,592 | $102,317-70.1% | $146,958-79.2% | $80,856-62.2% |
| Participation rate | 54.8% | 75.8%-21.0pp | 82.2%-27.3pp | 67.6%-12.8pp |
| Annual return | 17.00% | 134.76%-117.8pp | 418.34%-401.3pp | 35.59%-18.6pp |
| Employer contribution / active EE | $1,729 | $3,713-53.4% | $4,933-65.0% | $2,755-37.3% |
| Participant deferral / active EE | $2,949 | $6,644-55.6% | $8,070-63.5% | $4,296-31.3% |
| Admin fee / account holder | $1,166 | $7,941-85.3% | $12,998-91.0% | $6,918-83.1% |