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 | $31,731 | $105,859-70.0% | $90,160-64.8% | $147,584-78.5% |
| Participation rate | 50.0% | 79.7%-29.7pp | 76.9%-26.9pp | 82.8%-32.8pp |
| Annual return | 112.88% | 37.63%+75.3pp | 34.88%+78.0pp | 578.55%-465.7pp |
| Employer contribution / active EE | $1,603 | $4,126-61.1% | $3,318-51.7% | $4,876-67.1% |
| Participant deferral / active EE | $4,365 | $5,733-23.9% | $5,288-17.4% | $5,439-19.7% |
| Admin fee / account holder | $2,346 | $8,046-70.8% | $5,943-60.5% | $10,885-78.4% |