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 | $28,807 | $71,050-59.5% | $93,606-69.2% | $80,856-64.4% |
| Participation rate | 52.4% | 60.4%-8.0pp | 68.7%-16.3pp | 67.6%-15.3pp |
| Annual return | 20.16% | 11.26%+8.9pp | 133.20%-113.0pp | 35.59%-15.4pp |
| Employer contribution / active EE | $994 | $1,564-36.4% | $2,420-58.9% | $2,755-63.9% |
| Participant deferral / active EE | $2,344 | $4,034-41.9% | $4,411-46.9% | $4,296-45.4% |
| Admin fee / account holder | $9,442 | $6,945+36.0% | $8,285+14.0% | $6,918+36.5% |