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 | $36,987 | $29,660+24.7% | $56,411-34.4% | $80,856-54.3% |
| Participation rate | 39.7% | 41.6%-1.9pp | 52.5%-12.7pp | 67.6%-27.9pp |
| Annual return | 11.30% | 35.23%-23.9pp | 1701.33%-1690.0pp | 35.59%-24.3pp |
| Employer contribution / active EE | $426 | $669-36.4% | $1,039-59.0% | $2,755-84.6% |
| Participant deferral / active EE | $1,354 | $1,226+10.5% | $1,952-30.6% | $4,296-68.5% |
| Admin fee / account holder | $1,645 | $2,428-32.3% | $2,829-41.9% | $6,918-76.2% |