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 | $28,971 | $58,208-50.2% | $81,812-64.6% | $80,856-64.2% |
| Participation rate | 66.7% | 63.4%+3.3pp | 72.3%-5.7pp | 67.6%-1.0pp |
| Annual return | 16.13% | 41.66%-25.5pp | 773.79%-757.7pp | 35.59%-19.5pp |
| Employer contribution / active EE | $575 | $2,340-75.4% | $2,912-80.3% | $2,755-79.1% |
| Participant deferral / active EE | $2,345 | $3,281-28.5% | $4,319-45.7% | $4,296-45.4% |
| Admin fee / account holder | $329 | $4,981-93.4% | $7,386-95.5% | $6,918-95.2% |