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 | $38,257 | $74,888-48.9% | $71,209-46.3% | $142,382-73.1% |
| Participation rate | 31.8% | 76.2%-44.4pp | 73.8%-41.9pp | 80.1%-48.3pp |
| Annual return | 16.98% | 345.14%-328.2pp | 282.51%-265.5pp | 217.08%-200.1pp |
| Employer contribution / active EE | $775 | $2,854-72.8% | $2,721-71.5% | $4,299-82.0% |
| Participant deferral / active EE | $956 | $4,454-78.5% | $4,175-77.1% | $6,507-85.3% |
| Admin fee / account holder | $518 | $5,568-90.7% | $5,349-90.3% | $12,624-95.9% |