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 | $59,298 | $74,888-20.8% | $71,209-16.7% | $142,382-58.4% |
| Participation rate | 41.7% | 76.2%-34.6pp | 73.8%-32.1pp | 80.1%-38.5pp |
| Annual return | 17.37% | 345.14%-327.8pp | 282.51%-265.1pp | 217.08%-199.7pp |
| Employer contribution / active EE | $902 | $2,854-68.4% | $2,721-66.9% | $4,299-79.0% |
| Participant deferral / active EE | $2,334 | $4,454-47.6% | $4,175-44.1% | $6,507-64.1% |
| Admin fee / account holder | $8,328 | $5,568+49.6% | $5,349+55.7% | $12,624-34.0% |