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 7-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 | $34,507 | $100,923-65.8% | $150,045-77.0% | $74,304-53.6% |
| Participation rate | 49.2% | 70.1%-20.9pp | 82.3%-33.1pp | 60.3%-11.1pp |
| Annual return | 43.93% | 51.77%-7.8pp | 62.55%-18.6pp | 29.43%+14.5pp |
| Employer contribution / active EE | $760 | $3,463-78.1% | $4,693-83.8% | $2,241-66.1% |
| Participant deferral / active EE | $3,791 | $6,709-43.5% | $7,997-52.6% | $3,767+0.6% |
| Admin fee / account holder | $2,456 | $2,767-11.2% | $13,435-81.7% | $2,969-17.3% |