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 | $23,368 | $77,899-70.0% | $149,673-84.4% | $75,163-68.9% |
| Participation rate | 48.0% | 65.6%-17.6pp | 78.8%-30.8pp | 67.2%-19.2pp |
| Annual return | 30.80% | 31.72%-0.9pp | 134.42%-103.6pp | 160.62%-129.8pp |
| Employer contribution / active EE | $987 | $3,137-68.6% | $4,818-79.5% | $2,670-63.0% |
| Participant deferral / active EE | $3,555 | $3,411+4.2% | $5,680-37.4% | $4,125-13.8% |
| Admin fee / account holder | $635 | $5,956-89.3% | $13,210-95.2% | $5,651-88.8% |