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 3-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 | $28,813 | $74,927-61.5% | $101,794-71.7% | $84,808-66.0% |
| Participation rate | 40.0% | 61.4%-21.4pp | 69.2%-29.2pp | 68.3%-28.3pp |
| Annual return | 21.92% | 18.70%+3.2pp | 30.53%-8.6pp | 40.90%-19.0pp |
| Employer contribution / active EE | $992 | $1,522-34.8% | $2,289-56.7% | $2,631-62.3% |
| Participant deferral / active EE | $3,490 | $3,099+12.6% | $4,084-14.6% | $4,212-17.1% |
| Admin fee / account holder | $2,864 | $6,514-56.0% | $8,777-67.4% | $7,344-61.0% |