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 | $18,444 | $49,922-63.1% | $80,569-77.1% | $75,163-75.5% |
| Participation rate | 26.2% | 55.3%-29.2pp | 67.0%-40.8pp | 67.2%-41.0pp |
| Annual return | 18.03% | 34.69%-16.7pp | 935.43%-917.4pp | 160.62%-142.6pp |
| Employer contribution / active EE | $560 | $1,698-67.1% | $2,723-79.5% | $2,670-79.0% |
| Participant deferral / active EE | $1,767 | $2,990-40.9% | $4,447-60.3% | $4,125-57.2% |
| Admin fee / account holder | $4,921 | $3,577+37.6% | $5,377-8.5% | $5,651-12.9% |