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 | $22,248 | $107,334-79.3% | $92,893-76.1% | $152,861-85.4% |
| Participation rate | 40.0% | 79.8%-39.8pp | 76.0%-36.0pp | 82.4%-42.4pp |
| Annual return | 16.27% | 145.58%-129.3pp | 109.41%-93.1pp | 345.32%-329.0pp |
| Employer contribution / active EE | $1,525 | $4,221-63.9% | $3,653-58.2% | $4,762-68.0% |
| Participant deferral / active EE | $2,019 | $4,845-58.3% | $4,236-52.3% | $5,850-65.5% |
| Admin fee / account holder | $2,857 | $7,079-59.6% | $5,794-50.7% | $11,596-75.4% |