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 | $42,766 | $88,083-51.4% | $164,813-74.1% | $74,495-42.6% |
| Participation rate | 35.8% | 73.0%-37.2pp | 78.6%-42.8pp | 67.2%-31.4pp |
| Annual return | 13.02% | 17.26%-4.2pp | 69.93%-56.9pp | 1364.94%-1351.9pp |
| Employer contribution / active EE | $914 | $2,593-64.7% | $4,341-78.9% | $2,623-65.1% |
| Participant deferral / active EE | $2,255 | $4,498-49.9% | $6,031-62.6% | $4,346-48.1% |
| Admin fee / account holder | $2,844 | $2,234+27.3% | $12,690-77.6% | $1,942+46.5% |