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 5-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 | $31,408 | $68,346-54.0% | $94,646-66.8% | $75,163-58.2% |
| Participation rate | 59.3% | 76.1%-16.8pp | 80.8%-21.6pp | 67.2%-7.9pp |
| Annual return | 19.29% | 616.93%-597.6pp | 156.71%-137.4pp | 160.62%-141.3pp |
| Employer contribution / active EE | $1,591 | $2,701-41.1% | $3,672-56.7% | $2,670-40.4% |
| Participant deferral / active EE | $4,975 | $6,537-23.9% | $7,418-32.9% | $4,125+20.6% |
| Admin fee / account holder | $389 | $5,326-92.7% | $7,231-94.6% | $5,651-93.1% |