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 | $25,403 | $100,773-74.8% | $88,946-71.4% | $142,382-82.2% |
| Participation rate | 36.8% | 74.3%-37.4pp | 68.8%-32.0pp | 80.1%-43.3pp |
| Annual return | 11.90% | 70.18%-58.3pp | 57.82%-45.9pp | 217.08%-205.2pp |
| Employer contribution / active EE | $879 | $2,918-69.9% | $2,555-65.6% | $4,299-79.6% |
| Participant deferral / active EE | $2,658 | $5,230-49.2% | $4,581-42.0% | $6,507-59.2% |
| Admin fee / account holder | $5,183 | $9,693-46.5% | $8,261-37.3% | $12,624-58.9% |