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 | $34,844 | $53,345-34.7% | $121,098-71.2% | $74,419-53.2% |
| Participation rate | 26.5% | 60.0%-33.5pp | 69.5%-43.0pp | 70.7%-44.3pp |
| Annual return | 21.16% | 35.15%-14.0pp | 985.75%-964.6pp | 34.38%-13.2pp |
| Employer contribution / active EE | $552 | $1,898-70.9% | $4,164-86.7% | $2,637-79.1% |
| Participant deferral / active EE | $1,350 | $3,221-58.1% | $4,080-66.9% | $4,528-70.2% |
| Admin fee / account holder | $1,028 | $382+169.1% | $5,644-81.8% | $348+195.5% |