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 | $17,677 | $202,432-91.3% | $169,368-89.6% | $139,434-87.3% |
| Participation rate | 58.3% | 81.1%-22.7pp | 77.1%-18.8pp | 80.3%-22.0pp |
| Annual return | 19.55% | 531.74%-512.2pp | 405.60%-386.0pp | 372.94%-353.4pp |
| Employer contribution / active EE | $977 | $4,692-79.2% | $4,013-75.6% | $4,751-79.4% |
| Participant deferral / active EE | $2,498 | $6,938-64.0% | $6,221-59.8% | $6,710-62.8% |
| Admin fee / account holder | $590 | $10,708-94.5% | $9,003-93.5% | $11,403-94.8% |