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 | $23,549 | $72,277-67.4% | $101,248-76.7% | $79,858-70.5% |
| Participation rate | 67.6% | 68.5%-0.9pp | 75.8%-8.2pp | 69.6%-2.0pp |
| Annual return | 159.31% | 22.30%+137.0pp | 46.47%+112.8pp | 31.71%+127.6pp |
| Employer contribution / active EE | $1,251 | $2,692-53.5% | $3,660-65.8% | $2,471-49.4% |
| Participant deferral / active EE | $1,881 | $3,282-42.7% | $4,370-57.0% | $3,740-49.7% |
| Admin fee / account holder | $718 | $4,400-83.7% | $5,945-87.9% | $5,306-86.5% |