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 | $22,109 | $72,277-69.4% | $101,248-78.2% | $79,858-72.3% |
| Participation rate | 42.1% | 68.5%-26.4pp | 75.8%-33.7pp | 69.6%-27.5pp |
| Annual return | 25.59% | 22.30%+3.3pp | 46.47%-20.9pp | 31.71%-6.1pp |
| Employer contribution / active EE | $1,056 | $2,692-60.8% | $3,660-71.2% | $2,471-57.3% |
| Participant deferral / active EE | $1,581 | $3,282-51.8% | $4,370-63.8% | $3,740-57.7% |
| Admin fee / account holder | $5,985 | $4,400+36.0% | $5,945+0.7% | $5,306+12.8% |