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 | $20,331 | $74,888-72.9% | $71,209-71.4% | $142,382-85.7% |
| Participation rate | 64.7% | 76.2%-11.5pp | 73.8%-9.0pp | 80.1%-15.4pp |
| Annual return | 16.63% | 345.14%-328.5pp | 282.51%-265.9pp | 217.08%-200.4pp |
| Employer contribution / active EE | $847 | $2,854-70.3% | $2,721-68.9% | $4,299-80.3% |
| Participant deferral / active EE | $2,824 | $4,454-36.6% | $4,175-32.4% | $6,507-56.6% |
| Admin fee / account holder | $3,172 | $5,568-43.0% | $5,349-40.7% | $12,624-74.9% |