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 | $26,831 | $228,332-88.2% | $185,823-85.6% | $158,922-83.1% |
| Participation rate | 52.9% | 82.3%-29.4pp | 78.0%-25.1pp | 82.0%-29.0pp |
| Annual return | 8.54% | 40.80%-32.3pp | 35.95%-27.4pp | 302.83%-294.3pp |
| Employer contribution / active EE | $1,436 | $4,967-71.1% | $4,087-64.9% | $4,761-69.8% |
| Participant deferral / active EE | $1,881 | $6,415-70.7% | $5,632-66.6% | $5,982-68.6% |
| Admin fee / account holder | $4,018 | $11,864-66.1% | $9,500-57.7% | $11,246-64.3% |