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 | $17,553 | $85,202-79.4% | $172,739-89.8% | $72,985-76.0% |
| Participation rate | 67.6% | 70.1%-2.5pp | 82.6%-15.1pp | 69.5%-1.9pp |
| Annual return | 49.07% | 27.32%+21.7pp | 802.84%-753.8pp | 81.00%-31.9pp |
| Employer contribution / active EE | $1,205 | $3,324-63.8% | $5,143-76.6% | $2,440-50.6% |
| Participant deferral / active EE | $3,569 | $3,260+9.5% | $5,198-31.3% | $3,607-1.1% |
| Admin fee / account holder | $1,224 | $5,884-79.2% | $13,954-91.2% | $5,124-76.1% |