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 5-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 | $21,910 | $99,877-78.1% | $84,966-74.2% | $145,922-85.0% |
| Participation rate | 63.6% | 74.1%-10.5pp | 67.5%-3.9pp | 80.3%-16.6pp |
| Annual return | 22.94% | 83.76%-60.8pp | 66.38%-43.4pp | 561.29%-538.3pp |
| Employer contribution / active EE | $1,719 | $3,231-46.8% | $2,727-37.0% | $4,660-63.1% |
| Participant deferral / active EE | $3,783 | $5,291-28.5% | $4,519-16.3% | $6,688-43.4% |
| Admin fee / account holder | $575 | $7,248-92.1% | $6,149-90.6% | $13,397-95.7% |