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 | $38,319 | $53,127-27.9% | $86,590-55.7% | $70,131-45.4% |
| Participation rate | 42.3% | 65.3%-23.0pp | 73.5%-31.2pp | 69.5%-27.2pp |
| Annual return | 16.97% | 27.66%-10.7pp | 964.84%-947.9pp | 73.14%-56.2pp |
| Employer contribution / active EE | $891 | $2,068-56.9% | $2,839-68.6% | $2,342-62.0% |
| Participant deferral / active EE | $2,197 | $2,696-18.5% | $3,609-39.1% | $3,332-34.0% |
| Admin fee / account holder | $1,754 | $3,585-51.1% | $4,906-64.2% | $4,645-62.2% |