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 5-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 | $33,224 | $31,310+6.1% | $53,898-38.4% | $74,304-55.3% |
| Participation rate | 28.7% | 30.7%-2.0pp | 55.0%-26.3pp | 60.3%-31.7pp |
| Annual return | 21.53% | 23.16%-1.6pp | 528.60%-507.1pp | 29.43%-7.9pp |
| Employer contribution / active EE | $699 | $450+55.3% | $932-25.0% | $2,241-68.8% |
| Participant deferral / active EE | $1,776 | $934+90.1% | $1,826-2.8% | $3,767-52.9% |
| Admin fee / account holder | $1,317 | $2,175-39.4% | $2,491-47.1% | $2,969-55.6% |