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 | $31,461 | $85,766-63.3% | $136,294-76.9% | $70,131-55.1% |
| Participation rate | 58.7% | 74.2%-15.4pp | 81.9%-23.2pp | 69.5%-10.8pp |
| Annual return | 16.54% | 31.45%-14.9pp | 5155.94%-5139.4pp | 73.14%-56.6pp |
| Employer contribution / active EE | $539 | $2,966-81.8% | $4,695-88.5% | $2,342-77.0% |
| Participant deferral / active EE | $4,713 | $5,051-6.7% | $6,247-24.6% | $3,332+41.5% |
| Admin fee / account holder | $2,119 | $5,420-60.9% | $9,243-77.1% | $4,645-54.4% |