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 9-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 | $26,339 | $112,881-76.7% | $90,951-71.0% | $158,922-83.4% |
| Participation rate | 55.6% | 74.7%-19.2pp | 69.0%-13.5pp | 82.0%-26.4pp |
| Annual return | 16.20% | 215.79%-199.6pp | 134.60%-118.4pp | 302.83%-286.6pp |
| Employer contribution / active EE | $782 | $2,893-73.0% | $2,122-63.2% | $4,761-83.6% |
| Participant deferral / active EE | $1,652 | $4,128-60.0% | $3,373-51.0% | $5,982-72.4% |
| Admin fee / account holder | $360 | $8,041-95.5% | $5,959-94.0% | $11,246-96.8% |