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 | $15,685 | $64,839-75.8% | $95,585-83.6% | $84,808-81.5% |
| Participation rate | 66.7% | 63.8%+2.8pp | 72.1%-5.4pp | 68.3%-1.6pp |
| Annual return | 16.10% | -670.96%+687.1pp | 38.56%-22.5pp | 40.90%-24.8pp |
| Employer contribution / active EE | $1,354 | $1,759-23.0% | $2,527-46.4% | $2,631-48.5% |
| Participant deferral / active EE | $1,626 | $2,965-45.2% | $4,023-59.6% | $4,212-61.4% |
| Admin fee / account holder | $3,429 | $5,964-42.5% | $6,127-44.0% | $7,344-53.3% |