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 | $61,041 | $105,998-42.4% | $92,233-33.8% | $147,584-58.6% |
| Participation rate | 57.1% | 80.4%-23.3pp | 76.5%-19.3pp | 82.8%-25.7pp |
| Annual return | 15.26% | 50.05%-34.8pp | 176.28%-161.0pp | 578.55%-563.3pp |
| Employer contribution / active EE | $897 | $4,333-79.3% | $3,679-75.6% | $4,876-81.6% |
| Participant deferral / active EE | $1,913 | $4,478-57.3% | $3,897-50.9% | $5,439-64.8% |
| Admin fee / account holder | $1,490 | $6,332-76.5% | $5,194-71.3% | $10,885-86.3% |