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 | $36,482 | $98,750-63.1% | $149,696-75.6% | $79,858-54.3% |
| Participation rate | 57.4% | 75.8%-18.3pp | 82.5%-25.0pp | 69.6%-12.2pp |
| Annual return | 20.64% | 27.43%-6.8pp | 276.60%-256.0pp | 31.71%-11.1pp |
| Employer contribution / active EE | $1,106 | $3,216-65.6% | $4,644-76.2% | $2,471-55.2% |
| Participant deferral / active EE | $4,807 | $5,680-15.4% | $6,842-29.7% | $3,740+28.5% |
| Admin fee / account holder | $534 | $6,053-91.2% | $9,309-94.3% | $5,306-89.9% |