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 3-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 | $37,910 | $77,899-51.3% | $149,673-74.7% | $75,163-49.6% |
| Participation rate | 37.1% | 65.6%-28.4pp | 78.8%-41.6pp | 67.2%-30.0pp |
| Annual return | 27.26% | 31.72%-4.5pp | 134.42%-107.2pp | 160.62%-133.4pp |
| Employer contribution / active EE | $2,216 | $3,137-29.4% | $4,818-54.0% | $2,670-17.0% |
| Participant deferral / active EE | $4,832 | $3,411+41.7% | $5,680-14.9% | $4,125+17.1% |
| Admin fee / account holder | $816 | $5,956-86.3% | $13,210-93.8% | $5,651-85.6% |