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 | $26,034 | $107,334-75.7% | $92,893-72.0% | $152,861-83.0% |
| Participation rate | 64.7% | 79.8%-15.1pp | 76.0%-11.3pp | 82.4%-17.7pp |
| Annual return | 22.05% | 145.58%-123.5pp | 109.41%-87.4pp | 345.32%-323.3pp |
| Employer contribution / active EE | $1,663 | $4,221-60.6% | $3,653-54.5% | $4,762-65.1% |
| Participant deferral / active EE | $3,114 | $4,845-35.7% | $4,236-26.5% | $5,850-46.8% |
| Admin fee / account holder | $632 | $7,079-91.1% | $5,794-89.1% | $11,596-94.5% |