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 | $26,327 | $72,277-63.6% | $101,248-74.0% | $79,858-67.0% |
| Participation rate | 58.7% | 68.5%-9.8pp | 75.8%-17.1pp | 69.6%-10.9pp |
| Annual return | 102.12% | 22.30%+79.8pp | 46.47%+55.7pp | 31.71%+70.4pp |
| Employer contribution / active EE | $1,252 | $2,692-53.5% | $3,660-65.8% | $2,471-49.3% |
| Participant deferral / active EE | $3,145 | $3,282-4.2% | $4,370-28.0% | $3,740-15.9% |
| Admin fee / account holder | $4,334 | $4,400-1.5% | $5,945-27.1% | $5,306-18.3% |