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 | $21,010 | $59,097-64.4% | $82,389-74.5% | $74,304-71.7% |
| Participation rate | 23.7% | 52.8%-29.1pp | 69.5%-45.8pp | 60.3%-36.7pp |
| Annual return | 14.84% | 22.85%-8.0pp | 28.67%-13.8pp | 29.43%-14.6pp |
| Employer contribution / active EE | $853 | $1,601-46.7% | $2,517-66.1% | $2,241-61.9% |
| Participant deferral / active EE | $1,038 | $2,775-62.6% | $4,155-75.0% | $3,767-72.4% |
| Admin fee / account holder | $1,952 | $4,489-56.5% | $7,231-73.0% | $2,969-34.3% |