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 | $34,383 | $58,208-40.9% | $81,812-58.0% | $80,856-57.5% |
| Participation rate | 44.4% | 63.4%-19.0pp | 72.3%-27.9pp | 67.6%-23.2pp |
| Annual return | 15.86% | 41.66%-25.8pp | 773.79%-757.9pp | 35.59%-19.7pp |
| Employer contribution / active EE | $1,985 | $2,340-15.2% | $2,912-31.8% | $2,755-27.9% |
| Participant deferral / active EE | $3,444 | $3,281+5.0% | $4,319-20.3% | $4,296-19.8% |
| Admin fee / account holder | $11,462 | $4,981+130.1% | $7,386+55.2% | $6,918+65.7% |