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 | $24,442 | $34,308-28.8% | $74,701-67.3% | $72,985-66.5% |
| Participation rate | 54.7% | 42.4%+12.3pp | 54.5%+0.2pp | 69.5%-14.8pp |
| Annual return | 33.51% | 26.58%+6.9pp | 752.92%-719.4pp | 81.00%-47.5pp |
| Employer contribution / active EE | $778 | $692+12.5% | $1,084-28.2% | $2,440-68.1% |
| Participant deferral / active EE | $1,624 | $1,271+27.7% | $1,964-17.3% | $3,607-55.0% |
| Admin fee / account holder | $1,094 | $2,124-48.5% | $3,333-67.2% | $5,124-78.7% |