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 | $34,698 | $106,890-67.5% | $84,015-58.7% | $152,861-77.3% |
| Participation rate | 66.7% | 75.2%-8.6pp | 69.0%-2.3pp | 82.4%-15.8pp |
| Annual return | 23.35% | 104.99%-81.6pp | 71.31%-48.0pp | 345.32%-322.0pp |
| Employer contribution / active EE | $2,057 | $2,734-24.8% | $1,983+3.7% | $4,762-56.8% |
| Participant deferral / active EE | $4,931 | $4,011+22.9% | $3,239+52.3% | $5,850-15.7% |
| Admin fee / account holder | $333 | $8,285-96.0% | $6,101-94.5% | $11,596-97.1% |