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 | $37,360 | $140,578-73.4% | $100,671-62.9% | $125,391-70.2% |
| Participation rate | 60.0% | 80.4%-20.4pp | 70.7%-10.7pp | 83.2%-23.2pp |
| Annual return | 3.53% | 24.67%-21.1pp | 20.43%-16.9pp | 282.22%-278.7pp |
| Employer contribution / active EE | $2,535 | $5,965-57.5% | $4,012-36.8% | $4,866-47.9% |
| Participant deferral / active EE | $9,600 | $3,981+141.1% | $3,144+205.4% | $5,352+79.4% |
| Admin fee / account holder | $1,210 | $6,716-82.0% | $4,850-75.0% | $9,540-87.3% |