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 | $45,001 | $112,881-60.1% | $90,951-50.5% | $158,922-71.7% |
| Participation rate | 42.9% | 74.7%-31.9pp | 69.0%-26.2pp | 82.0%-39.1pp |
| Annual return | 22.95% | 215.79%-192.8pp | 134.60%-111.7pp | 302.83%-279.9pp |
| Employer contribution / active EE | $488 | $2,893-83.1% | $2,122-77.0% | $4,761-89.8% |
| Participant deferral / active EE | $2,168 | $4,128-47.5% | $3,373-35.7% | $5,982-63.8% |
| Admin fee / account holder | $396 | $8,041-95.1% | $5,959-93.4% | $11,246-96.5% |