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 | $23,972 | $49,915-52.0% | $154,803-84.5% | $74,304-67.7% |
| Participation rate | 18.5% | 54.0%-35.4pp | 78.1%-59.6pp | 60.3%-41.8pp |
| Annual return | 12.83% | 34.06%-21.2pp | 58.88%-46.1pp | 29.43%-16.6pp |
| Employer contribution / active EE | $270 | $1,611-83.3% | $4,305-93.7% | $2,241-88.0% |
| Participant deferral / active EE | $704 | $2,255-68.8% | $5,540-87.3% | $3,767-81.3% |
| Admin fee / account holder | $4,721 | $2,189+115.7% | $14,329-67.1% | $2,969+59.0% |