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 5-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 | $38,244 | $77,899-50.9% | $149,673-74.4% | $75,163-49.1% |
| Participation rate | 26.5% | 65.6%-39.1pp | 78.8%-52.3pp | 67.2%-40.7pp |
| Annual return | 52.67% | 31.72%+21.0pp | 134.42%-81.7pp | 160.62%-107.9pp |
| Employer contribution / active EE | $1,168 | $3,137-62.8% | $4,818-75.8% | $2,670-56.2% |
| Participant deferral / active EE | $6,761 | $3,411+98.2% | $5,680+19.0% | $4,125+63.9% |
| Admin fee / account holder | $546 | $5,956-90.8% | $13,210-95.9% | $5,651-90.3% |