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 | $41,655 | $111,754-62.7% | $103,333-59.7% | $145,922-71.5% |
| Participation rate | 54.5% | 77.9%-23.4pp | 74.5%-20.0pp | 80.3%-25.7pp |
| Annual return | 9.23% | 24.77%-15.5pp | 24.88%-15.6pp | 561.29%-552.1pp |
| Employer contribution / active EE | $1,495 | $4,212-64.5% | $3,868-61.3% | $4,660-67.9% |
| Participant deferral / active EE | $5,547 | $5,619-1.3% | $5,057+9.7% | $6,688-17.1% |
| Admin fee / account holder | $1,877 | $9,750-80.8% | $8,355-77.5% | $13,397-86.0% |