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 | $22,251 | $73,515-69.7% | $62,995-64.7% | $147,584-84.9% |
| Participation rate | 66.7% | 77.9%-11.2pp | 74.8%-8.1pp | 82.8%-16.2pp |
| Annual return | 12.05% | 175.43%-163.4pp | 87.57%-75.5pp | 578.55%-566.5pp |
| Employer contribution / active EE | $1,398 | $3,320-57.9% | $2,759-49.3% | $4,876-71.3% |
| Participant deferral / active EE | $1,835 | $4,185-56.1% | $3,329-44.9% | $5,439-66.3% |
| Admin fee / account holder | $1,117 | $5,953-81.2% | $3,600-69.0% | $10,885-89.7% |