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 | $38,353 | $84,233-54.5% | $170,442-77.5% | $70,131-45.3% |
| Participation rate | 63.2% | 70.8%-7.7pp | 83.6%-20.4pp | 69.5%-6.4pp |
| Annual return | 19.02% | 23.06%-4.0pp | 205.93%-186.9pp | 73.14%-54.1pp |
| Employer contribution / active EE | $1,756 | $3,387-48.2% | $5,433-67.7% | $2,342-25.0% |
| Participant deferral / active EE | $3,396 | $3,086+10.1% | $4,939-31.2% | $3,332+1.9% |
| Admin fee / account holder | $476 | $5,698-91.7% | $13,880-96.6% | $4,645-89.8% |