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 | $31,062 | $98,750-68.5% | $149,696-79.3% | $79,858-61.1% |
| Participation rate | 42.5% | 75.8%-33.3pp | 82.5%-40.0pp | 69.6%-27.1pp |
| Annual return | 15.58% | 27.43%-11.8pp | 276.60%-261.0pp | 31.71%-16.1pp |
| Employer contribution / active EE | $2,567 | $3,216-20.2% | $4,644-44.7% | $2,471+3.9% |
| Participant deferral / active EE | $4,276 | $5,680-24.7% | $6,842-37.5% | $3,740+14.3% |
| Admin fee / account holder | $7,355 | $6,053+21.5% | $9,309-21.0% | $5,306+38.6% |