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 | $37,728 | $53,516-29.5% | $126,539-70.2% | $84,808-55.5% |
| Participation rate | 35.5% | 58.2%-22.7pp | 69.8%-34.3pp | 68.3%-32.8pp |
| Annual return | 17.14% | 58.34%-41.2pp | 425.95%-408.8pp | 40.90%-23.8pp |
| Employer contribution / active EE | $437 | $1,535-71.5% | $3,674-88.1% | $2,631-83.4% |
| Participant deferral / active EE | $2,157 | $2,671-19.2% | $4,083-47.2% | $4,212-48.8% |
| Admin fee / account holder | $2,670 | $4,497-40.6% | $6,065-56.0% | $7,344-63.6% |