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 | $30,772 | $72,012-57.3% | $185,823-83.4% | $79,858-61.5% |
| Participation rate | 23.1% | 65.8%-42.7pp | 78.0%-55.0pp | 69.6%-46.6pp |
| Annual return | 20.24% | 23.12%-2.9pp | 35.95%-15.7pp | 31.71%-11.5pp |
| Employer contribution / active EE | $778 | $1,965-60.4% | $4,087-81.0% | $2,471-68.5% |
| Participant deferral / active EE | $1,887 | $3,779-50.1% | $5,632-66.5% | $3,740-49.6% |
| Admin fee / account holder | $657 | $4,513-85.4% | $9,500-93.1% | $5,306-87.6% |