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 | $24,727 | $107,334-77.0% | $92,893-73.4% | $152,861-83.8% |
| Participation rate | 46.7% | 79.8%-33.1pp | 76.0%-29.3pp | 82.4%-35.8pp |
| Annual return | 23.46% | 145.58%-122.1pp | 109.41%-86.0pp | 345.32%-321.9pp |
| Employer contribution / active EE | $1,095 | $4,221-74.1% | $3,653-70.0% | $4,762-77.0% |
| Participant deferral / active EE | $2,059 | $4,845-57.5% | $4,236-51.4% | $5,850-64.8% |
| Admin fee / account holder | $519 | $7,079-92.7% | $5,794-91.0% | $11,596-95.5% |