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 8-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 | $29,844 | $61,605-51.6% | $112,229-73.4% | $75,163-60.3% |
| Participation rate | 62.8% | 61.7%+1.1pp | 72.4%-9.7pp | 67.2%-4.4pp |
| Annual return | 47.88% | 28.47%+19.4pp | 30.20%+17.7pp | 160.62%-112.7pp |
| Employer contribution / active EE | $1,376 | $2,015-31.7% | $3,430-59.9% | $2,670-48.4% |
| Participant deferral / active EE | $1,990 | $3,108-36.0% | $4,798-58.5% | $4,125-51.8% |
| Admin fee / account holder | $1,056 | $4,862-78.3% | $7,748-86.4% | $5,651-81.3% |