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 8-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 | $58,007 | $54,705+6.0% | $71,209-18.5% | $84,808-31.6% |
| Participation rate | 42.3% | 64.1%-21.8pp | 73.8%-31.5pp | 68.3%-26.1pp |
| Annual return | 19.14% | 35.90%-16.8pp | 282.51%-263.4pp | 40.90%-21.8pp |
| Employer contribution / active EE | $881 | $2,158-59.2% | $2,721-67.6% | $2,631-66.5% |
| Participant deferral / active EE | $2,868 | $3,030-5.4% | $4,175-31.3% | $4,212-31.9% |
| Admin fee / account holder | $974 | $4,863-80.0% | $5,349-81.8% | $7,344-86.7% |