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 5-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 | $23,746 | $58,208-59.2% | $81,812-71.0% | $80,856-70.6% |
| Participation rate | 63.9% | 63.4%+0.4pp | 72.3%-8.5pp | 67.6%-3.8pp |
| Annual return | 30.43% | 41.66%-11.2pp | 773.79%-743.4pp | 35.59%-5.2pp |
| Employer contribution / active EE | $2,330 | $2,340-0.4% | $2,912-20.0% | $2,755-15.4% |
| Participant deferral / active EE | $4,868 | $3,281+48.4% | $4,319+12.7% | $4,296+13.3% |
| Admin fee / account holder | $13,541 | $4,981+171.8% | $7,386+83.3% | $6,918+95.7% |