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 | $28,022 | $48,750-42.5% | $88,946-68.5% | $74,304-62.3% |
| Participation rate | 20.5% | 44.5%-24.0pp | 68.8%-48.3pp | 60.3%-39.8pp |
| Annual return | 18.25% | 25.91%-7.7pp | 57.82%-39.6pp | 29.43%-11.2pp |
| Employer contribution / active EE | $337 | $1,255-73.2% | $2,555-86.8% | $2,241-85.0% |
| Participant deferral / active EE | $1,145 | $2,423-52.7% | $4,581-75.0% | $3,767-69.6% |
| Admin fee / account holder | $5,598 | $3,756+49.1% | $8,261-32.2% | $2,969+88.6% |