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 | $30,423 | $34,308-11.3% | $74,701-59.3% | $72,985-58.3% |
| Participation rate | 36.6% | 42.4%-5.8pp | 54.5%-17.9pp | 69.5%-32.9pp |
| Annual return | 24.66% | 26.58%-1.9pp | 752.92%-728.3pp | 81.00%-56.3pp |
| Employer contribution / active EE | $896 | $692+29.5% | $1,084-17.4% | $2,440-63.3% |
| Participant deferral / active EE | $1,314 | $1,271+3.3% | $1,964-33.1% | $3,607-63.6% |
| Admin fee / account holder | $3,938 | $2,124+85.4% | $3,333+18.1% | $5,124-23.2% |