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 | $39,224 | $98,750-60.3% | $149,696-73.8% | $79,858-50.9% |
| Participation rate | 56.7% | 75.8%-19.1pp | 82.5%-25.8pp | 69.6%-13.0pp |
| Annual return | 17.93% | 27.43%-9.5pp | 276.60%-258.7pp | 31.71%-13.8pp |
| Employer contribution / active EE | $1,553 | $3,216-51.7% | $4,644-66.6% | $2,471-37.1% |
| Participant deferral / active EE | $2,377 | $5,680-58.2% | $6,842-65.3% | $3,740-36.4% |
| Admin fee / account holder | $309 | $6,053-94.9% | $9,309-96.7% | $5,306-94.2% |