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 | $32,729 | $61,774-47.0% | $97,226-66.3% | $80,856-59.5% |
| Participation rate | 22.0% | 63.5%-41.5pp | 72.7%-50.7pp | 67.6%-45.7pp |
| Annual return | 15.26% | -557.90%+573.2pp | 75.13%-59.9pp | 35.59%-20.3pp |
| Employer contribution / active EE | $601 | $1,837-67.3% | $2,729-78.0% | $2,755-78.2% |
| Participant deferral / active EE | $1,491 | $3,029-50.8% | $4,264-65.0% | $4,296-65.3% |
| Admin fee / account holder | $429 | $5,166-91.7% | $5,654-92.4% | $6,918-93.8% |