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 | $22,897 | $63,346-63.9% | $92,233-75.2% | $70,131-67.4% |
| Participation rate | 41.5% | 68.7%-27.1pp | 76.5%-34.9pp | 69.5%-28.0pp |
| Annual return | 15.62% | 530.12%-514.5pp | 176.28%-160.7pp | 73.14%-57.5pp |
| Employer contribution / active EE | $886 | $2,471-64.2% | $3,679-75.9% | $2,342-62.2% |
| Participant deferral / active EE | $1,536 | $2,854-46.2% | $3,897-60.6% | $3,332-53.9% |
| Admin fee / account holder | $542 | $3,840-85.9% | $5,194-89.6% | $4,645-88.3% |