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 | $31,419 | $86,944-63.9% | $107,525-70.8% | $74,304-57.7% |
| Participation rate | 32.2% | 59.6%-27.4pp | 75.1%-42.9pp | 60.3%-28.2pp |
| Annual return | 23.77% | 23.52%+0.2pp | 181.32%-157.6pp | 29.43%-5.7pp |
| Employer contribution / active EE | $715 | $2,757-74.1% | $3,754-81.0% | $2,241-68.1% |
| Participant deferral / active EE | $1,726 | $3,554-51.4% | $5,116-66.3% | $3,767-54.2% |
| Admin fee / account holder | $727 | $3,727-80.5% | $8,919-91.8% | $2,969-75.5% |