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 | $29,583 | $115,770-74.4% | $101,248-70.8% | $158,922-81.4% |
| Participation rate | 68.2% | 79.4%-11.2pp | 75.8%-7.6pp | 82.0%-13.8pp |
| Annual return | 14.91% | 56.14%-41.2pp | 46.47%-31.6pp | 302.83%-287.9pp |
| Employer contribution / active EE | $1,950 | $4,175-53.3% | $3,660-46.7% | $4,761-59.0% |
| Participant deferral / active EE | $2,707 | $4,957-45.4% | $4,370-38.1% | $5,982-54.8% |
| Admin fee / account holder | $2,192 | $7,245-69.8% | $5,945-63.1% | $11,246-80.5% |