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 | $27,786 | $65,561-57.6% | $86,188-67.8% | $75,163-63.0% |
| Participation rate | 35.9% | 60.5%-24.6pp | 69.0%-33.1pp | 67.2%-31.3pp |
| Annual return | 65.46% | 46.05%+19.4pp | 1168.45%-1103.0pp | 160.62%-95.2pp |
| Employer contribution / active EE | $574 | $1,553-63.0% | $2,380-75.9% | $2,670-78.5% |
| Participant deferral / active EE | $2,281 | $3,024-24.6% | $3,985-42.8% | $4,125-44.7% |
| Admin fee / account holder | $695 | $5,474-87.3% | $6,852-89.9% | $5,651-87.7% |