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 | $34,675 | $108,919-68.2% | $100,391-65.5% | $145,922-76.2% |
| Participation rate | 47.1% | 82.9%-35.9pp | 81.5%-34.4pp | 80.3%-33.2pp |
| Annual return | 15.70% | 57.88%-42.2pp | 49.20%-33.5pp | 561.29%-545.6pp |
| Employer contribution / active EE | $2,229 | $4,419-49.6% | $3,942-43.5% | $4,660-52.2% |
| Participant deferral / active EE | $3,613 | $8,445-57.2% | $8,082-55.3% | $6,688-46.0% |
| Admin fee / account holder | $8,891 | $9,689-8.2% | $7,899+12.6% | $13,397-33.6% |