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 6-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 | $24,432 | $117,690-79.2% | $71,735-65.9% | $134,475-81.8% |
| Participation rate | 26.3% | 68.8%-42.5pp | 62.3%-36.0pp | 81.2%-54.9pp |
| Annual return | 4.23% | 25.44%-21.2pp | 9.14%-4.9pp | 417.96%-413.7pp |
| Employer contribution / active EE | $1,271 | $2,525-49.6% | $1,704-25.4% | $4,740-73.2% |
| Participant deferral / active EE | $4,692 | $3,759+24.8% | $2,658+76.5% | $6,400-26.7% |
| Admin fee / account holder | $2,273 | $6,379-64.4% | $3,974-42.8% | $11,426-80.1% |