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 | $23,080 | $95,193-75.8% | $76,523-69.8% | $135,375-83.0% |
| Participation rate | 40.0% | 74.4%-34.4pp | 68.0%-28.0pp | 82.6%-42.6pp |
| Annual return | 73.38% | 4.85%+68.5pp | -0.27%+73.6pp | 519.73%-446.4pp |
| Employer contribution / active EE | $1,284 | $3,302-61.1% | $2,647-51.5% | $4,779-73.1% |
| Participant deferral / active EE | $3,567 | $4,639-23.1% | $3,835-7.0% | $5,609-36.4% |
| Admin fee / account holder | $485 | $6,249-92.2% | $4,848-90.0% | $10,827-95.5% |