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 3-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 | $22,580 | $114,381-80.3% | $107,525-79.0% | $142,382-84.1% |
| Participation rate | 64.7% | 78.1%-13.4pp | 75.1%-10.4pp | 80.1%-15.4pp |
| Annual return | 21.41% | 242.71%-221.3pp | 181.32%-159.9pp | 217.08%-195.7pp |
| Employer contribution / active EE | $1,234 | $4,015-69.3% | $3,754-67.1% | $4,299-71.3% |
| Participant deferral / active EE | $2,599 | $5,564-53.3% | $5,116-49.2% | $6,507-60.1% |
| Admin fee / account holder | $854 | $9,860-91.3% | $8,919-90.4% | $12,624-93.2% |