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 5-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 | $35,924 | $37,393-3.9% | $77,024-53.4% | $66,914-46.3% |
| Participation rate | 44.5% | 52.9%-8.3pp | 67.9%-23.4pp | 69.8%-25.3pp |
| Annual return | 170.62% | -3.29%+173.9pp | 42.32%+128.3pp | 1.58%+169.0pp |
| Employer contribution / active EE | $1,705 | $1,531+11.4% | $2,812-39.4% | $2,544-33.0% |
| Participant deferral / active EE | $3,630 | $2,617+38.7% | $4,426-18.0% | $4,237-14.3% |
| Admin fee / account holder | $1,793 | $567+216.3% | $5,425-67.0% | $593+202.2% |