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 | $21,769 | $60,124-63.8% | $90,404-75.9% | $79,858-72.7% |
| Participation rate | 58.6% | 65.0%-6.4pp | 72.7%-14.1pp | 69.6%-11.0pp |
| Annual return | 14.76% | 71.94%-57.2pp | 1293.02%-1278.3pp | 31.71%-17.0pp |
| Employer contribution / active EE | $1,080 | $2,068-47.8% | $3,262-66.9% | $2,471-56.3% |
| Participant deferral / active EE | $1,789 | $2,938-39.1% | $3,963-54.9% | $3,740-52.2% |
| Admin fee / account holder | $1,043 | $3,976-73.8% | $5,611-81.4% | $5,306-80.3% |