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 | $52,352 | $108,172-51.6% | $77,482-32.4% | $158,922-67.1% |
| Participation rate | 52.4% | 64.4%-12.0pp | 54.2%-1.8pp | 82.0%-29.6pp |
| Annual return | 21.00% | 31.67%-10.7pp | 54.79%-33.8pp | 302.83%-281.8pp |
| Employer contribution / active EE | $932 | $1,325-29.7% | $986-5.5% | $4,761-80.4% |
| Participant deferral / active EE | $3,240 | $2,456+31.9% | $1,861+74.1% | $5,982-45.8% |
| Admin fee / account holder | $674 | $3,708-81.8% | $2,858-76.4% | $11,246-94.0% |