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 | $40,597 | $98,750-58.9% | $149,696-72.9% | $79,858-49.2% |
| Participation rate | 54.8% | 75.8%-20.9pp | 82.5%-27.6pp | 69.6%-14.8pp |
| Annual return | 21.58% | 27.43%-5.8pp | 276.60%-255.0pp | 31.71%-10.1pp |
| Employer contribution / active EE | $820 | $3,216-74.5% | $4,644-82.3% | $2,471-66.8% |
| Participant deferral / active EE | $3,036 | $5,680-46.6% | $6,842-55.6% | $3,740-18.8% |
| Admin fee / account holder | $724 | $6,053-88.0% | $9,309-92.2% | $5,306-86.4% |