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 | $21,031 | $55,415-62.0% | $155,509-86.5% | $74,495-71.8% |
| Participation rate | 60.7% | 61.9%-1.2pp | 78.2%-17.4pp | 67.2%-6.5pp |
| Annual return | 15.50% | 268.50%-253.0pp | 64.67%-49.2pp | 1364.94%-1349.4pp |
| Employer contribution / active EE | $2,772 | $2,267+22.2% | $4,672-40.7% | $2,623+5.7% |
| Participant deferral / active EE | $3,334 | $2,836+17.6% | $5,626-40.7% | $4,346-23.3% |
| Admin fee / account holder | $2,526 | $1,738+45.3% | $15,912-84.1% | $1,942+30.1% |