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 | $56,268 | $65,041-13.5% | $90,951-38.1% | $79,858-29.5% |
| Participation rate | 36.4% | 61.6%-25.2pp | 69.0%-32.6pp | 69.6%-33.3pp |
| Annual return | 157.00% | 30.45%+126.5pp | 134.60%+22.4pp | 31.71%+125.3pp |
| Employer contribution / active EE | $306 | $1,247-75.5% | $2,122-85.6% | $2,471-87.6% |
| Participant deferral / active EE | $3,057 | $2,512+21.7% | $3,373-9.4% | $3,740-18.3% |
| Admin fee / account holder | $7,520 | $4,536+65.8% | $5,959+26.2% | $5,306+41.7% |