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 | $29,155 | $57,281-49.1% | $86,612-66.3% | $75,163-61.2% |
| Participation rate | 53.8% | 63.2%-9.4pp | 71.7%-17.9pp | 67.2%-13.4pp |
| Annual return | 16.82% | 2670.75%-2653.9pp | 591.07%-574.3pp | 160.62%-143.8pp |
| Employer contribution / active EE | $1,758 | $2,314-24.0% | $3,022-41.8% | $2,670-34.2% |
| Participant deferral / active EE | $3,461 | $3,318+4.3% | $4,438-22.0% | $4,125-16.1% |
| Admin fee / account holder | $4,615 | $4,112+12.2% | $5,614-17.8% | $5,651-18.3% |