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 | $23,903 | $80,717-70.4% | $154,803-84.6% | $84,808-71.8% |
| Participation rate | 29.5% | 66.8%-37.3pp | 78.1%-48.5pp | 68.3%-38.8pp |
| Annual return | 15.64% | 37.96%-22.3pp | 58.88%-43.2pp | 40.90%-25.3pp |
| Employer contribution / active EE | $454 | $2,761-83.6% | $4,305-89.5% | $2,631-82.7% |
| Participant deferral / active EE | $1,944 | $3,303-41.2% | $5,540-64.9% | $4,212-53.8% |
| Admin fee / account holder | $3,388 | $6,746-49.8% | $14,329-76.4% | $7,344-53.9% |