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 | $22,029 | $30,588-28.0% | $53,898-59.1% | $85,563-74.3% |
| Participation rate | 12.0% | 26.3%-14.3pp | 55.0%-43.0pp | 66.0%-54.0pp |
| Annual return | 15.18% | 50.42%-35.2pp | 528.60%-513.4pp | 31.51%-16.3pp |
| Employer contribution / active EE | $264 | $436-39.4% | $932-71.6% | $2,654-90.0% |
| Participant deferral / active EE | $537 | $848-36.7% | $1,826-70.6% | $4,375-87.7% |
| Admin fee / account holder | $1,432 | $1,879-23.8% | $2,491-42.5% | $834+71.7% |