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 | $36,252 | $84,233-57.0% | $170,442-78.7% | $70,131-48.3% |
| Participation rate | 64.4% | 70.8%-6.4pp | 83.6%-19.2pp | 69.5%-5.1pp |
| Annual return | 19.65% | 23.06%-3.4pp | 205.93%-186.3pp | 73.14%-53.5pp |
| Employer contribution / active EE | $819 | $3,387-75.8% | $5,433-84.9% | $2,342-65.1% |
| Participant deferral / active EE | $2,572 | $3,086-16.7% | $4,939-47.9% | $3,332-22.8% |
| Admin fee / account holder | $470 | $5,698-91.8% | $13,880-96.6% | $4,645-89.9% |