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 | $26,408 | $24,730+6.8% | $66,042-60.0% | $84,808-68.9% |
| Participation rate | 20.7% | 68.1%-47.4pp | 67.5%-46.8pp | 68.3%-47.6pp |
| Annual return | 15.98% | 79.55%-63.6pp | 52.11%-36.1pp | 40.90%-24.9pp |
| Employer contribution / active EE | $487 | $857-43.2% | $1,579-69.2% | $2,631-81.5% |
| Participant deferral / active EE | $1,744 | $1,737+0.4% | $2,835-38.5% | $4,212-58.6% |
| Admin fee / account holder | $5,885 | $3,014+95.3% | $5,747+2.4% | $7,344-19.9% |