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 | $28,887 | $63,346-54.4% | $92,233-68.7% | $70,131-58.8% |
| Participation rate | 38.5% | 68.7%-30.2pp | 76.5%-38.0pp | 69.5%-31.1pp |
| Annual return | 29.84% | 530.12%-500.3pp | 176.28%-146.4pp | 73.14%-43.3pp |
| Employer contribution / active EE | $979 | $2,471-60.4% | $3,679-73.4% | $2,342-58.2% |
| Participant deferral / active EE | $2,129 | $2,854-25.4% | $3,897-45.4% | $3,332-36.1% |
| Admin fee / account holder | $791 | $3,840-79.4% | $5,194-84.8% | $4,645-83.0% |