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 | $27,823 | $95,266-70.8% | $82,389-66.2% | $142,382-80.5% |
| Participation rate | 42.1% | 74.5%-32.4pp | 69.5%-27.4pp | 80.1%-38.0pp |
| Annual return | 20.77% | 25.74%-5.0pp | 28.67%-7.9pp | 217.08%-196.3pp |
| Employer contribution / active EE | $1,631 | $2,991-45.5% | $2,517-35.2% | $4,299-62.1% |
| Participant deferral / active EE | $4,394 | $4,809-8.6% | $4,155+5.8% | $6,507-32.5% |
| Admin fee / account holder | $1,179 | $8,563-86.2% | $7,231-83.7% | $12,624-90.7% |