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 | $17,195 | $48,570-64.6% | $130,648-86.8% | $72,985-76.4% |
| Participation rate | 58.3% | 58.6%-0.2pp | 71.7%-13.4pp | 69.5%-11.2pp |
| Annual return | 20.51% | 38.63%-18.1pp | 1708.96%-1688.4pp | 81.00%-60.5pp |
| Employer contribution / active EE | $651 | $1,334-51.2% | $4,092-84.1% | $2,440-73.3% |
| Participant deferral / active EE | $1,042 | $2,384-56.3% | $3,603-71.1% | $3,607-71.1% |
| Admin fee / account holder | $550 | $3,549-84.5% | $5,464-89.9% | $5,124-89.3% |