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 | $25,155 | $30,400-17.3% | $53,898-53.3% | $84,808-70.3% |
| Participation rate | 24.5% | 46.4%-21.9pp | 55.0%-30.4pp | 68.3%-43.8pp |
| Annual return | 15.94% | 500.19%-484.2pp | 528.60%-512.7pp | 40.90%-25.0pp |
| Employer contribution / active EE | $597 | $603-0.9% | $932-35.9% | $2,631-77.3% |
| Participant deferral / active EE | $568 | $1,199-52.6% | $1,826-68.9% | $4,212-86.5% |
| Admin fee / account holder | $5,572 | $1,993+179.5% | $2,491+123.7% | $7,344-24.1% |