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 | $30,161 | $65,365-53.9% | $92,893-67.5% | $72,985-58.7% |
| Participation rate | 25.6% | 68.3%-42.7pp | 76.0%-50.4pp | 69.5%-43.9pp |
| Annual return | 29.86% | 42.10%-12.2pp | 109.41%-79.6pp | 81.00%-51.1pp |
| Employer contribution / active EE | $779 | $2,594-70.0% | $3,653-78.7% | $2,440-68.1% |
| Participant deferral / active EE | $1,330 | $3,128-57.5% | $4,236-68.6% | $3,607-63.1% |
| Admin fee / account holder | $369 | $4,251-91.3% | $5,794-93.6% | $5,124-92.8% |