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 3-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 | $12,499 | $60,022-79.2% | $88,946-85.9% | $84,808-85.3% |
| Participation rate | 52.2% | 57.8%-5.6pp | 68.8%-16.6pp | 68.3%-16.1pp |
| Annual return | 20.67% | 22.43%-1.8pp | 57.82%-37.1pp | 40.90%-20.2pp |
| Employer contribution / active EE | $946 | $1,703-44.4% | $2,555-63.0% | $2,631-64.0% |
| Participant deferral / active EE | $2,712 | $3,114-12.9% | $4,581-40.8% | $4,212-35.6% |
| Admin fee / account holder | $3,396 | $4,811-29.4% | $8,261-58.9% | $7,344-53.8% |