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 | $25,434 | $27,915-8.9% | $58,482-56.5% | $75,163-66.2% |
| Participation rate | 54.4% | 38.8%+15.6pp | 50.9%+3.5pp | 67.2%-12.8pp |
| Annual return | 20.64% | 44.20%-23.6pp | 4239.32%-4218.7pp | 160.62%-140.0pp |
| Employer contribution / active EE | $897 | $669+34.1% | $1,053-14.8% | $2,670-66.4% |
| Participant deferral / active EE | $2,036 | $1,201+69.5% | $1,924+5.8% | $4,125-50.6% |
| Admin fee / account holder | $758 | $1,726-56.1% | $2,516-69.9% | $5,651-86.6% |