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 5-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 | $69,944 | $228,332-69.4% | $185,823-62.4% | $158,922-56.0% |
| Participation rate | 43.8% | 82.3%-38.5pp | 78.0%-34.3pp | 82.0%-38.2pp |
| Annual return | 14.02% | 40.80%-26.8pp | 35.95%-21.9pp | 302.83%-288.8pp |
| Employer contribution / active EE | $872 | $4,967-82.5% | $4,087-78.7% | $4,761-81.7% |
| Participant deferral / active EE | $3,786 | $6,415-41.0% | $5,632-32.8% | $5,982-36.7% |
| Admin fee / account holder | $449 | $11,864-96.2% | $9,500-95.3% | $11,246-96.0% |