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 | $38,068 | $80,717-52.8% | $154,803-75.4% | $84,808-55.1% |
| Participation rate | 18.9% | 66.8%-47.9pp | 78.1%-59.2pp | 68.3%-49.4pp |
| Annual return | 16.77% | 37.96%-21.2pp | 58.88%-42.1pp | 40.90%-24.1pp |
| Employer contribution / active EE | $492 | $2,761-82.2% | $4,305-88.6% | $2,631-81.3% |
| Participant deferral / active EE | $973 | $3,303-70.5% | $5,540-82.4% | $4,212-76.9% |
| Admin fee / account holder | $7,668 | $6,746+13.7% | $14,329-46.5% | $7,344+4.4% |