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 5-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 | $39,705 | $202,432-80.4% | $169,368-76.6% | $139,434-71.5% |
| Participation rate | 42.9% | 81.1%-38.2pp | 77.1%-34.3pp | 80.3%-37.5pp |
| Annual return | 35.23% | 531.74%-496.5pp | 405.60%-370.4pp | 372.94%-337.7pp |
| Employer contribution / active EE | $1,462 | $4,692-68.8% | $4,013-63.6% | $4,751-69.2% |
| Participant deferral / active EE | $5,856 | $6,938-15.6% | $6,221-5.9% | $6,710-12.7% |
| Admin fee / account holder | $1,116 | $10,708-89.6% | $9,003-87.6% | $11,403-90.2% |