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 | $25,269 | $64,324-60.7% | $118,925-78.8% | $79,858-68.4% |
| Participation rate | 7.1% | 64.9%-57.7pp | 75.4%-68.2pp | 69.6%-62.5pp |
| Annual return | 14.64% | 86.45%-71.8pp | 35.88%-21.2pp | 31.71%-17.1pp |
| Employer contribution / active EE | $1,817 | $1,836-1.0% | $3,263-44.3% | $2,471-26.5% |
| Participant deferral / active EE | $3,189 | $2,824+12.9% | $4,265-25.2% | $3,740-14.7% |
| Admin fee / account holder | $2,188 | $4,040-45.8% | $6,581-66.7% | $5,306-58.8% |