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 | $32,431 | $44,960-27.9% | $84,966-61.8% | $74,495-56.5% |
| Participation rate | 62.5% | 49.4%+13.1pp | 67.5%-5.0pp | 67.2%-4.7pp |
| Annual return | 11.23% | 26.24%-15.0pp | 66.38%-55.2pp | 1364.94%-1353.7pp |
| Employer contribution / active EE | $535 | $1,457-63.3% | $2,727-80.4% | $2,623-79.6% |
| Participant deferral / active EE | $2,904 | $2,731+6.4% | $4,519-35.7% | $4,346-33.2% |
| Admin fee / account holder | $8,272 | $2,209+274.4% | $6,149+34.5% | $1,942+326.0% |