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 | $24,800 | $49,173-49.6% | $121,098-79.5% | $75,163-67.0% |
| Participation rate | 48.0% | 55.4%-7.4pp | 69.5%-21.5pp | 67.2%-19.2pp |
| Annual return | 20.00% | 55.99%-36.0pp | 985.75%-965.7pp | 160.62%-140.6pp |
| Employer contribution / active EE | $1,290 | $1,546-16.5% | $4,164-69.0% | $2,670-51.7% |
| Participant deferral / active EE | $3,057 | $2,628+16.3% | $4,080-25.1% | $4,125-25.9% |
| Admin fee / account holder | $2,748 | $3,942-30.3% | $5,644-51.3% | $5,651-51.4% |