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 | $24,226 | $78,672-69.2% | $109,143-77.8% | $85,850-71.8% |
| Participation rate | 54.4% | 68.3%-13.9pp | 75.9%-21.5pp | 69.3%-14.9pp |
| Annual return | 200.82% | 25.09%+175.7pp | 25.75%+175.1pp | 318.53%-117.7pp |
| Employer contribution / active EE | $769 | $2,735-71.9% | $3,722-79.3% | $2,565-70.0% |
| Participant deferral / active EE | $1,655 | $3,467-52.3% | $4,653-64.4% | $3,952-58.1% |
| Admin fee / account holder | $10,054 | $5,469+83.8% | $6,752+48.9% | $6,260+60.6% |