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 | $23,070 | $41,078-43.8% | $80,569-71.4% | $71,457-67.7% |
| Participation rate | 53.4% | 50.2%+3.2pp | 67.0%-13.6pp | 67.9%-14.5pp |
| Annual return | 21.21% | 38.45%-17.2pp | 935.43%-914.2pp | 28.85%-7.6pp |
| Employer contribution / active EE | $1,091 | $1,506-27.5% | $2,723-59.9% | $2,588-57.8% |
| Participant deferral / active EE | $3,566 | $2,699+32.1% | $4,447-19.8% | $4,289-16.8% |
| Admin fee / account holder | $1,564 | $1,840-15.0% | $5,377-70.9% | $1,587-1.5% |