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 | $31,314 | $72,277-56.7% | $101,248-69.1% | $79,858-60.8% |
| Participation rate | 60.7% | 68.5%-7.8pp | 75.8%-15.2pp | 69.6%-9.0pp |
| Annual return | 109.03% | 22.30%+86.7pp | 46.47%+62.6pp | 31.71%+77.3pp |
| Employer contribution / active EE | $1,001 | $2,692-62.8% | $3,660-72.6% | $2,471-59.5% |
| Participant deferral / active EE | $2,515 | $3,282-23.4% | $4,370-42.5% | $3,740-32.8% |
| Admin fee / account holder | $1,837 | $4,400-58.3% | $5,945-69.1% | $5,306-65.4% |