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 | $23,592 | $77,419-69.5% | $69,455-66.0% | $152,861-84.6% |
| Participation rate | 57.1% | 78.1%-21.0pp | 74.6%-17.5pp | 82.4%-25.3pp |
| Annual return | 24.55% | 39.06%-14.5pp | 28.97%-4.4pp | 345.32%-320.8pp |
| Employer contribution / active EE | $2,586 | $3,315-22.0% | $2,779-7.0% | $4,762-45.7% |
| Participant deferral / active EE | $5,040 | $4,414+14.2% | $3,535+42.5% | $5,850-13.9% |
| Admin fee / account holder | $977 | $6,207-84.3% | $3,839-74.5% | $11,596-91.6% |