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 | $31,653 | $96,635-67.2% | $86,612-63.5% | $139,434-77.3% |
| Participation rate | 50.0% | 74.4%-24.4pp | 71.7%-21.7pp | 80.3%-30.3pp |
| Annual return | 15.66% | 106.41%-90.8pp | 591.07%-575.4pp | 372.94%-357.3pp |
| Employer contribution / active EE | $1,289 | $3,263-60.5% | $3,022-57.4% | $4,751-72.9% |
| Participant deferral / active EE | $2,302 | $4,836-52.4% | $4,438-48.1% | $6,710-65.7% |
| Admin fee / account holder | $1,025 | $6,408-84.0% | $5,614-81.8% | $11,403-91.0% |