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 | $25,362 | $57,281-55.7% | $86,612-70.7% | $75,163-66.3% |
| Participation rate | 64.1% | 63.2%+0.9pp | 71.7%-7.6pp | 67.2%-3.1pp |
| Annual return | 20.31% | 2670.75%-2650.4pp | 591.07%-570.8pp | 160.62%-140.3pp |
| Employer contribution / active EE | $588 | $2,314-74.6% | $3,022-80.5% | $2,670-78.0% |
| Participant deferral / active EE | $2,716 | $3,318-18.1% | $4,438-38.8% | $4,125-34.1% |
| Admin fee / account holder | $2,487 | $4,112-39.5% | $5,614-55.7% | $5,651-56.0% |