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 | $29,157 | $85,022-65.7% | $70,515-58.7% | $139,434-79.1% |
| Participation rate | 37.5% | 73.9%-36.4pp | 68.3%-30.8pp | 80.3%-42.8pp |
| Annual return | 13.73% | 30.38%-16.7pp | 32.77%-19.0pp | 372.94%-359.2pp |
| Employer contribution / active EE | $16,560 | $3,909+323.6% | $2,973+456.9% | $4,751+248.6% |
| Participant deferral / active EE | $25,267 | $5,890+329.0% | $4,567+453.3% | $6,710+276.5% |
| Admin fee / account holder | $94,527 | $8,906+961.4% | $6,412+1374.2% | $11,403+729.0% |