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 | $29,099 | $71,050-59.0% | $93,606-68.9% | $80,856-64.0% |
| Participation rate | 37.8% | 60.4%-22.6pp | 68.7%-30.9pp | 67.6%-29.9pp |
| Annual return | 16.99% | 11.26%+5.7pp | 133.20%-116.2pp | 35.59%-18.6pp |
| Employer contribution / active EE | $1,206 | $1,564-22.9% | $2,420-50.2% | $2,755-56.2% |
| Participant deferral / active EE | $2,189 | $4,034-45.7% | $4,411-50.4% | $4,296-49.0% |
| Admin fee / account holder | $408 | $6,945-94.1% | $8,285-95.1% | $6,918-94.1% |