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 | $21,620 | $106,890-79.8% | $84,015-74.3% | $152,861-85.9% |
| Participation rate | 55.6% | 75.2%-19.7pp | 69.0%-13.5pp | 82.4%-26.9pp |
| Annual return | 24.06% | 104.99%-80.9pp | 71.31%-47.2pp | 345.32%-321.3pp |
| Employer contribution / active EE | $1,048 | $2,734-61.7% | $1,983-47.2% | $4,762-78.0% |
| Participant deferral / active EE | $2,297 | $4,011-42.7% | $3,239-29.1% | $5,850-60.7% |
| Admin fee / account holder | $1,821 | $8,285-78.0% | $6,101-70.2% | $11,596-84.3% |