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 6-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 | $52,331 | $49,915+4.8% | $154,803-66.2% | $74,304-29.6% |
| Participation rate | 30.1% | 54.0%-23.9pp | 78.1%-48.0pp | 60.3%-30.3pp |
| Annual return | 18.29% | 34.06%-15.8pp | 58.88%-40.6pp | 29.43%-11.1pp |
| Employer contribution / active EE | $550 | $1,611-65.9% | $4,305-87.2% | $2,241-75.5% |
| Participant deferral / active EE | $692 | $2,255-69.3% | $5,540-87.5% | $3,767-81.6% |
| Admin fee / account holder | $3,974 | $2,189+81.5% | $14,329-72.3% | $2,969+33.9% |