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 | $32,721 | $80,717-59.5% | $154,803-78.9% | $84,808-61.4% |
| Participation rate | 59.6% | 66.8%-7.2pp | 78.1%-18.5pp | 68.3%-8.7pp |
| Annual return | 59.54% | 37.96%+21.6pp | 58.88%+0.7pp | 40.90%+18.6pp |
| Employer contribution / active EE | $1,235 | $2,761-55.3% | $4,305-71.3% | $2,631-53.1% |
| Participant deferral / active EE | $2,320 | $3,303-29.8% | $5,540-58.1% | $4,212-44.9% |
| Admin fee / account holder | $2,078 | $6,746-69.2% | $14,329-85.5% | $7,344-71.7% |