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 | $39,154 | $89,753-56.4% | $107,525-63.6% | $84,808-53.8% |
| Participation rate | 29.0% | 68.1%-39.0pp | 75.1%-46.0pp | 68.3%-39.3pp |
| Annual return | 17.41% | 29.48%-12.1pp | 181.32%-163.9pp | 40.90%-23.5pp |
| Employer contribution / active EE | $909 | $3,113-70.8% | $3,754-75.8% | $2,631-65.5% |
| Participant deferral / active EE | $2,823 | $4,056-30.4% | $5,116-44.8% | $4,212-33.0% |
| Admin fee / account holder | $7,597 | $7,222+5.2% | $8,919-14.8% | $7,344+3.4% |