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 | $24,880 | $148,534-83.2% | $135,903-81.7% | $139,434-82.2% |
| Participation rate | 63.2% | 83.9%-20.7pp | 81.9%-18.7pp | 80.3%-17.2pp |
| Annual return | 18.61% | 79.19%-60.6pp | 68.23%-49.6pp | 372.94%-354.3pp |
| Employer contribution / active EE | $2,370 | $5,243-54.8% | $4,856-51.2% | $4,751-50.1% |
| Participant deferral / active EE | $4,453 | $8,100-45.0% | $7,758-42.6% | $6,710-33.6% |
| Admin fee / account holder | $3,223 | $12,400-74.0% | $10,762-70.0% | $11,403-71.7% |