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 | $63,743 | $27,915+128.3% | $58,482+9.0% | $75,163-15.2% |
| Participation rate | 31.4% | 38.8%-7.4pp | 50.9%-19.4pp | 67.2%-35.8pp |
| Annual return | 15.63% | 44.20%-28.6pp | 4239.32%-4223.7pp | 160.62%-145.0pp |
| Employer contribution / active EE | $296 | $669-55.8% | $1,053-71.9% | $2,670-88.9% |
| Participant deferral / active EE | $1,126 | $1,201-6.3% | $1,924-41.5% | $4,125-72.7% |
| Admin fee / account holder | $2,521 | $1,726+46.1% | $2,516+0.2% | $5,651-55.4% |