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 | $127,978 | $176,377-27.4% | $134,143-4.6% | $158,922-19.5% |
| Participation rate | 41.2% | 78.7%-37.5pp | 72.2%-31.0pp | 82.0%-40.8pp |
| Annual return | 9.00% | 63.63%-54.6pp | 36.33%-27.3pp | 302.83%-293.8pp |
| Employer contribution / active EE | $295 | $5,040-94.1% | $3,704-92.0% | $4,761-93.8% |
| Participant deferral / active EE | $6,246 | $4,091+52.7% | $3,499+78.5% | $5,982+4.4% |
| Admin fee / account holder | $983 | $8,718-88.7% | $6,684-85.3% | $11,246-91.3% |