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 | $38,167 | $91,552-58.3% | $133,956-71.5% | $79,858-52.2% |
| Participation rate | 64.3% | 73.3%-9.1pp | 79.8%-15.6pp | 69.6%-5.3pp |
| Annual return | 12.74% | 61.85%-49.1pp | 45.09%-32.4pp | 31.71%-19.0pp |
| Employer contribution / active EE | $624 | $2,384-73.8% | $3,919-84.1% | $2,471-74.7% |
| Participant deferral / active EE | $2,407 | $3,733-35.5% | $5,048-52.3% | $3,740-35.6% |
| Admin fee / account holder | $3,747 | $6,321-40.7% | $8,927-58.0% | $5,306-29.4% |