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 | $34,276 | $100,923-66.0% | $150,045-77.2% | $74,304-53.9% |
| Participation rate | 69.3% | 70.1%-0.8pp | 82.3%-13.0pp | 60.3%+8.9pp |
| Annual return | 22.82% | 51.77%-28.9pp | 62.55%-39.7pp | 29.43%-6.6pp |
| Employer contribution / active EE | $807 | $3,463-76.7% | $4,693-82.8% | $2,241-64.0% |
| Participant deferral / active EE | $4,943 | $6,709-26.3% | $7,997-38.2% | $3,767+31.2% |
| Admin fee / account holder | $1,190 | $2,767-57.0% | $13,435-91.1% | $2,969-59.9% |