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 | $31,396 | $114,381-72.6% | $107,525-70.8% | $142,382-77.9% |
| Participation rate | 68.4% | 78.1%-9.7pp | 75.1%-6.7pp | 80.1%-11.7pp |
| Annual return | 21.41% | 242.71%-221.3pp | 181.32%-159.9pp | 217.08%-195.7pp |
| Employer contribution / active EE | $2,193 | $4,015-45.4% | $3,754-41.6% | $4,299-49.0% |
| Participant deferral / active EE | $3,532 | $5,564-36.5% | $5,116-31.0% | $6,507-45.7% |
| Admin fee / account holder | $579 | $9,860-94.1% | $8,919-93.5% | $12,624-95.4% |