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 | $29,652 | $51,576-42.5% | $129,207-77.1% | $80,856-63.3% |
| Participation rate | 33.9% | 57.0%-23.0pp | 69.6%-35.7pp | 67.6%-33.7pp |
| Annual return | 17.75% | 20.81%-3.1pp | 9417.33%-9399.6pp | 35.59%-17.8pp |
| Employer contribution / active EE | $1,215 | $1,584-23.3% | $4,153-70.7% | $2,755-55.9% |
| Participant deferral / active EE | $2,735 | $2,669+2.5% | $4,168-34.4% | $4,296-36.3% |
| Admin fee / account holder | $2,527 | $4,305-41.3% | $7,715-67.2% | $6,918-63.5% |