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 3-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 | $36,115 | $70,669-48.9% | $169,368-78.7% | $75,163-52.0% |
| Participation rate | 45.9% | 64.8%-18.8pp | 77.1%-31.2pp | 67.2%-21.2pp |
| Annual return | 21.98% | 36.36%-14.4pp | 405.60%-383.6pp | 160.62%-138.6pp |
| Employer contribution / active EE | $1,414 | $2,211-36.0% | $4,013-64.8% | $2,670-47.0% |
| Participant deferral / active EE | $3,101 | $4,311-28.1% | $6,221-50.2% | $4,125-24.8% |
| Admin fee / account holder | $620 | $5,402-88.5% | $9,003-93.1% | $5,651-89.0% |