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 | $22,808 | $34,308-33.5% | $74,701-69.5% | $72,985-68.7% |
| Participation rate | 62.8% | 42.4%+20.4pp | 54.5%+8.3pp | 69.5%-6.7pp |
| Annual return | 21.57% | 26.58%-5.0pp | 752.92%-731.4pp | 81.00%-59.4pp |
| Employer contribution / active EE | $615 | $692-11.1% | $1,084-43.3% | $2,440-74.8% |
| Participant deferral / active EE | $1,554 | $1,271+22.2% | $1,964-20.9% | $3,607-56.9% |
| Admin fee / account holder | $2,207 | $2,124+3.9% | $3,333-33.8% | $5,124-56.9% |