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 8-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 | $22,593 | $65,365-65.4% | $92,893-75.7% | $72,985-69.0% |
| Participation rate | 40.7% | 68.3%-27.6pp | 76.0%-35.3pp | 69.5%-28.7pp |
| Annual return | 22.97% | 42.10%-19.1pp | 109.41%-86.4pp | 81.00%-58.0pp |
| Employer contribution / active EE | $1,679 | $2,594-35.3% | $3,653-54.0% | $2,440-31.2% |
| Participant deferral / active EE | $4,283 | $3,128+36.9% | $4,236+1.1% | $3,607+18.7% |
| Admin fee / account holder | $370 | $4,251-91.3% | $5,794-93.6% | $5,124-92.8% |