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 8-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 | $30,396 | $74,888-59.4% | $71,209-57.3% | $142,382-78.7% |
| Participation rate | 53.8% | 76.2%-22.4pp | 73.8%-19.9pp | 80.1%-26.3pp |
| Annual return | 18.86% | 345.14%-326.3pp | 282.51%-263.7pp | 217.08%-198.2pp |
| Employer contribution / active EE | $1,263 | $2,854-55.8% | $2,721-53.6% | $4,299-70.6% |
| Participant deferral / active EE | $4,130 | $4,454-7.3% | $4,175-1.1% | $6,507-36.5% |
| Admin fee / account holder | $327 | $5,568-94.1% | $5,349-93.9% | $12,624-97.4% |