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 | $35,395 | $79,171-55.3% | $102,423-65.4% | $74,495-52.5% |
| Participation rate | 64.3% | 74.8%-10.5pp | 76.5%-12.2pp | 67.2%-2.9pp |
| Annual return | 24.65% | 54.93%-30.3pp | 29.32%-4.7pp | 1364.94%-1340.3pp |
| Employer contribution / active EE | $2,659 | $2,362+12.6% | $3,023-12.1% | $2,623+1.4% |
| Participant deferral / active EE | $3,820 | $4,415-13.5% | $5,053-24.4% | $4,346-12.1% |
| Admin fee / account holder | $4,231 | $2,001+111.5% | $9,451-55.2% | $1,942+117.9% |