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 | $27,005 | $58,208-53.6% | $81,812-67.0% | $80,856-66.6% |
| Participation rate | 66.0% | 63.4%+2.5pp | 72.3%-6.4pp | 67.6%-1.7pp |
| Annual return | 12.30% | 41.66%-29.4pp | 773.79%-761.5pp | 35.59%-23.3pp |
| Employer contribution / active EE | $1,211 | $2,340-48.2% | $2,912-58.4% | $2,755-56.0% |
| Participant deferral / active EE | $2,239 | $3,281-31.8% | $4,319-48.2% | $4,296-47.9% |
| Admin fee / account holder | $2,676 | $4,981-46.3% | $7,386-63.8% | $6,918-61.3% |