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 | $54,094 | $39,019+38.6% | $80,716-33.0% | $85,850-37.0% |
| Participation rate | 28.3% | 41.5%-13.2pp | 54.2%-25.8pp | 69.3%-41.0pp |
| Annual return | 21.61% | 26.27%-4.7pp | 87.28%-65.7pp | 318.53%-296.9pp |
| Employer contribution / active EE | $0 | $722-100.0% | $1,160-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $822 | $1,326-38.0% | $2,146-61.7% | $3,952-79.2% |
| Admin fee / account holder | $453 | $2,431-81.4% | $3,380-86.6% | $6,260-92.8% |