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 | $31,060 | $85,766-63.8% | $136,294-77.2% | $70,131-55.7% |
| Participation rate | 67.9% | 74.2%-6.3pp | 81.9%-14.1pp | 69.5%-1.7pp |
| Annual return | 21.07% | 31.45%-10.4pp | 5155.94%-5134.9pp | 73.14%-52.1pp |
| Employer contribution / active EE | $1,646 | $2,966-44.5% | $4,695-65.0% | $2,342-29.7% |
| Participant deferral / active EE | $7,933 | $5,051+57.1% | $6,247+27.0% | $3,332+138.1% |
| Admin fee / account holder | $2,322 | $5,420-57.2% | $9,243-74.9% | $4,645-50.0% |