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 | $34,846 | $63,346-45.0% | $92,233-62.2% | $70,131-50.3% |
| Participation rate | 61.2% | 68.7%-7.5pp | 76.5%-15.3pp | 69.5%-8.3pp |
| Annual return | 16.12% | 530.12%-514.0pp | 176.28%-160.2pp | 73.14%-57.0pp |
| Employer contribution / active EE | $676 | $2,471-72.6% | $3,679-81.6% | $2,342-71.1% |
| Participant deferral / active EE | $1,343 | $2,854-52.9% | $3,897-65.5% | $3,332-59.7% |
| Admin fee / account holder | $2,864 | $3,840-25.4% | $5,194-44.9% | $4,645-38.4% |