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 | $22,823 | $73,360-68.9% | $177,989-87.2% | $74,495-69.4% |
| Participation rate | 68.9% | 66.6%+2.3pp | 77.1%-8.2pp | 67.2%+1.7pp |
| Annual return | 20.02% | 17.49%+2.5pp | 294.48%-274.5pp | 1364.94%-1344.9pp |
| Employer contribution / active EE | $686 | $2,216-69.1% | $3,949-82.6% | $2,623-73.9% |
| Participant deferral / active EE | $2,036 | $4,513-54.9% | $6,276-67.6% | $4,346-53.1% |
| Admin fee / account holder | $1,857 | $1,808+2.7% | $10,363-82.1% | $1,942-4.3% |