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 | $42,650 | $74,888-43.0% | $71,209-40.1% | $142,382-70.0% |
| Participation rate | 46.7% | 76.2%-29.6pp | 73.8%-27.1pp | 80.1%-33.5pp |
| Annual return | 19.92% | 345.14%-325.2pp | 282.51%-262.6pp | 217.08%-197.2pp |
| Employer contribution / active EE | $1,030 | $2,854-63.9% | $2,721-62.1% | $4,299-76.0% |
| Participant deferral / active EE | $1,865 | $4,454-58.1% | $4,175-55.3% | $6,507-71.3% |
| Admin fee / account holder | $1,858 | $5,568-66.6% | $5,349-65.3% | $12,624-85.3% |