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 6-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 | $33,190 | $74,888-55.7% | $71,209-53.4% | $142,382-76.7% |
| Participation rate | 25.0% | 76.2%-51.2pp | 73.8%-48.8pp | 80.1%-55.1pp |
| Annual return | 18.26% | 345.14%-326.9pp | 282.51%-264.3pp | 217.08%-198.8pp |
| Employer contribution / active EE | $974 | $2,854-65.9% | $2,721-64.2% | $4,299-77.3% |
| Participant deferral / active EE | $1,863 | $4,454-58.2% | $4,175-55.4% | $6,507-71.4% |
| Admin fee / account holder | $3,536 | $5,568-36.5% | $5,349-33.9% | $12,624-72.0% |