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 | $20,653 | $176,377-88.3% | $134,143-84.6% | $158,922-87.0% |
| Participation rate | 60.9% | 78.7%-17.8pp | 72.2%-11.3pp | 82.0%-21.1pp |
| Annual return | 16.16% | 63.63%-47.5pp | 36.33%-20.2pp | 302.83%-286.7pp |
| Employer contribution / active EE | $830 | $5,040-83.5% | $3,704-77.6% | $4,761-82.6% |
| Participant deferral / active EE | $1,907 | $4,091-53.4% | $3,499-45.5% | $5,982-68.1% |
| Admin fee / account holder | $2,035 | $8,718-76.7% | $6,684-69.6% | $11,246-81.9% |