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 | $35,022 | $65,561-46.6% | $86,188-59.4% | $75,163-53.4% |
| Participation rate | 49.2% | 60.5%-11.3pp | 69.0%-19.8pp | 67.2%-18.0pp |
| Annual return | 141.84% | 46.05%+95.8pp | 1168.45%-1026.6pp | 160.62%-18.8pp |
| Employer contribution / active EE | $536 | $1,553-65.5% | $2,380-77.5% | $2,670-79.9% |
| Participant deferral / active EE | $2,850 | $3,024-5.7% | $3,985-28.5% | $4,125-30.9% |
| Admin fee / account holder | $520 | $5,474-90.5% | $6,852-92.4% | $5,651-90.8% |