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 | $14,704 | $57,281-74.3% | $86,612-83.0% | $75,163-80.4% |
| Participation rate | 51.4% | 63.2%-11.8pp | 71.7%-20.3pp | 67.2%-15.8pp |
| Annual return | 18.12% | 2670.75%-2652.6pp | 591.07%-573.0pp | 160.62%-142.5pp |
| Employer contribution / active EE | $325 | $2,314-86.0% | $3,022-89.3% | $2,670-87.8% |
| Participant deferral / active EE | $3,635 | $3,318+9.6% | $4,438-18.1% | $4,125-11.9% |
| Admin fee / account holder | $861 | $4,112-79.1% | $5,614-84.7% | $5,651-84.8% |