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 | $38,102 | $109,881-65.3% | $150,045-74.6% | $84,808-55.1% |
| Participation rate | 55.3% | 76.1%-20.8pp | 82.3%-27.1pp | 68.3%-13.0pp |
| Annual return | 16.61% | 28.25%-11.6pp | 62.55%-45.9pp | 40.90%-24.3pp |
| Employer contribution / active EE | $1,139 | $3,561-68.0% | $4,693-75.7% | $2,631-56.7% |
| Participant deferral / active EE | $3,592 | $6,636-45.9% | $7,997-55.1% | $4,212-14.7% |
| Admin fee / account holder | $3,089 | $8,568-63.9% | $13,435-77.0% | $7,344-57.9% |