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 | $41,653 | $202,432-79.4% | $169,368-75.4% | $139,434-70.1% |
| Participation rate | 56.3% | 81.1%-24.8pp | 77.1%-20.9pp | 80.3%-24.1pp |
| Annual return | 15.54% | 531.74%-516.2pp | 405.60%-390.1pp | 372.94%-357.4pp |
| Employer contribution / active EE | $694 | $4,692-85.2% | $4,013-82.7% | $4,751-85.4% |
| Participant deferral / active EE | $2,459 | $6,938-64.6% | $6,221-60.5% | $6,710-63.4% |
| Admin fee / account holder | $488 | $10,708-95.4% | $9,003-94.6% | $11,403-95.7% |