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 | $28,083 | $105,181-73.3% | $159,436-82.4% | $85,850-67.3% |
| Participation rate | 36.0% | 75.8%-39.8pp | 82.8%-46.8pp | 69.3%-33.3pp |
| Annual return | 17.28% | 45.07%-27.8pp | 263.57%-246.3pp | 318.53%-301.3pp |
| Employer contribution / active EE | $2,400 | $3,318-27.7% | $4,829-50.3% | $2,565-6.5% |
| Participant deferral / active EE | $4,654 | $5,945-21.7% | $7,352-36.7% | $3,952+17.8% |
| Admin fee / account holder | $4,975 | $6,933-28.2% | $10,799-53.9% | $6,260-20.5% |