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 | $53,805 | $38,365+40.2% | $84,611-36.4% | $65,185-17.5% |
| Participation rate | 20.8% | 55.7%-34.9pp | 68.2%-47.4pp | 70.2%-49.4pp |
| Annual return | 19.43% | 32.00%-12.6pp | 258.74%-239.3pp | 29.38%-9.9pp |
| Employer contribution / active EE | $465 | $1,258-63.1% | $2,652-82.5% | $2,177-78.7% |
| Participant deferral / active EE | $767 | $2,278-66.4% | $3,899-80.3% | $3,514-78.2% |
| Admin fee / account holder | $869 | $451+92.6% | $4,912-82.3% | $847+2.6% |