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 5-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 | $22,338 | $111,754-80.0% | $103,333-78.4% | $145,922-84.7% |
| Participation rate | 65.0% | 77.9%-12.9pp | 74.5%-9.5pp | 80.3%-15.3pp |
| Annual return | 14.59% | 24.77%-10.2pp | 24.88%-10.3pp | 561.29%-546.7pp |
| Employer contribution / active EE | $1,919 | $4,212-54.4% | $3,868-50.4% | $4,660-58.8% |
| Participant deferral / active EE | $3,362 | $5,619-40.2% | $5,057-33.5% | $6,688-49.7% |
| Admin fee / account holder | $847 | $9,750-91.3% | $8,355-89.9% | $13,397-93.7% |