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 | $31,529 | $80,724-60.9% | $103,333-69.5% | $74,495-57.7% |
| Participation rate | 49.1% | 65.7%-16.6pp | 74.5%-25.5pp | 67.2%-18.1pp |
| Annual return | 17.41% | 27.56%-10.2pp | 24.88%-7.5pp | 1364.94%-1347.5pp |
| Employer contribution / active EE | $1,992 | $3,157-36.9% | $3,868-48.5% | $2,623-24.1% |
| Participant deferral / active EE | $3,916 | $3,860+1.4% | $5,057-22.6% | $4,346-9.9% |
| Admin fee / account holder | $2,045 | $2,368-13.6% | $8,355-75.5% | $1,942+5.3% |