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 | $19,396 | $49,173-60.6% | $121,098-84.0% | $75,163-74.2% |
| Participation rate | 54.5% | 55.4%-0.8pp | 69.5%-14.9pp | 67.2%-12.6pp |
| Annual return | 17.03% | 55.99%-39.0pp | 985.75%-968.7pp | 160.62%-143.6pp |
| Employer contribution / active EE | $1,108 | $1,546-28.3% | $4,164-73.4% | $2,670-58.5% |
| Participant deferral / active EE | $1,394 | $2,628-47.0% | $4,080-65.8% | $4,125-66.2% |
| Admin fee / account holder | $876 | $3,942-77.8% | $5,644-84.5% | $5,651-84.5% |