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 | $20,421 | $81,248-74.9% | $155,509-86.9% | $80,856-74.7% |
| Participation rate | 57.4% | 66.2%-8.8pp | 78.2%-20.8pp | 67.6%-10.2pp |
| Annual return | 17.70% | 33.31%-15.6pp | 64.67%-47.0pp | 35.59%-17.9pp |
| Employer contribution / active EE | $706 | $3,100-77.2% | $4,672-84.9% | $2,755-74.4% |
| Participant deferral / active EE | $3,516 | $3,452+1.9% | $5,626-37.5% | $4,296-18.2% |
| Admin fee / account holder | $1,731 | $7,997-78.3% | $15,912-89.1% | $6,918-75.0% |