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 8-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 | $55,163 | $54,762+0.7% | $90,281-38.9% | $72,985-24.4% |
| Participation rate | 38.5% | 65.1%-26.7pp | 73.3%-34.8pp | 69.5%-31.0pp |
| Annual return | 20.29% | 30.63%-10.3pp | 78.10%-57.8pp | 81.00%-60.7pp |
| Employer contribution / active EE | $910 | $2,092-56.5% | $2,854-68.1% | $2,440-62.7% |
| Participant deferral / active EE | $1,495 | $2,887-48.2% | $3,885-61.5% | $3,607-58.6% |
| Admin fee / account holder | $806 | $3,972-79.7% | $5,351-84.9% | $5,124-84.3% |