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 | $26,290 | $89,355-70.6% | $141,162-81.4% | $72,985-64.0% |
| Participation rate | 63.3% | 75.1%-11.9pp | 82.5%-19.2pp | 69.5%-6.2pp |
| Annual return | 27.46% | 111.85%-84.4pp | 71.39%-43.9pp | 81.00%-53.5pp |
| Employer contribution / active EE | $994 | $3,114-68.1% | $4,735-79.0% | $2,440-59.2% |
| Participant deferral / active EE | $4,422 | $5,418-18.4% | $6,709-34.1% | $3,607+22.6% |
| Admin fee / account holder | $1,781 | $5,958-70.1% | $10,261-82.6% | $5,124-65.2% |