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 | $23,740 | $81,625-70.9% | $58,482-59.4% | $139,434-83.0% |
| Participation rate | 55.6% | 61.3%-5.8pp | 50.9%+4.7pp | 80.3%-24.8pp |
| Annual return | 20.57% | 7404.20%-7383.6pp | 4239.32%-4218.8pp | 372.94%-352.4pp |
| Employer contribution / active EE | $1,339 | $1,398-4.3% | $1,053+27.1% | $4,751-71.8% |
| Participant deferral / active EE | $4,502 | $2,557+76.1% | $1,924+134.0% | $6,710-32.9% |
| Admin fee / account holder | $2,448 | $3,265-25.0% | $2,516-2.7% | $11,403-78.5% |