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 | $22,418 | $74,927-70.1% | $101,794-78.0% | $84,808-73.6% |
| Participation rate | 69.0% | 61.4%+7.6pp | 69.2%-0.2pp | 68.3%+0.7pp |
| Annual return | 177.70% | 18.70%+159.0pp | 30.53%+147.2pp | 40.90%+136.8pp |
| Employer contribution / active EE | $445 | $1,522-70.7% | $2,289-80.5% | $2,631-83.1% |
| Participant deferral / active EE | $1,350 | $3,099-56.4% | $4,084-66.9% | $4,212-67.9% |
| Admin fee / account holder | $2,924 | $6,514-55.1% | $8,777-66.7% | $7,344-60.2% |