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 | $20,137 | $96,484-79.1% | $75,886-73.5% | $152,861-86.8% |
| Participation rate | 42.1% | 76.2%-34.1pp | 69.3%-27.2pp | 82.4%-40.3pp |
| Annual return | 47.91% | 33.98%+13.9pp | 30.76%+17.2pp | 345.32%-297.4pp |
| Employer contribution / active EE | $2,908 | $3,309-12.1% | $2,500+16.3% | $4,762-38.9% |
| Participant deferral / active EE | $3,456 | $4,553-24.1% | $3,603-4.1% | $5,850-40.9% |
| Admin fee / account holder | $480 | $8,078-94.1% | $5,418-91.1% | $11,596-95.9% |