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 | $47,705 | $81,248-41.3% | $155,509-69.3% | $80,856-41.0% |
| Participation rate | 27.0% | 66.2%-39.2pp | 78.2%-51.2pp | 67.6%-40.7pp |
| Annual return | 12.21% | 33.31%-21.1pp | 64.67%-52.5pp | 35.59%-23.4pp |
| Employer contribution / active EE | $735 | $3,100-76.3% | $4,672-84.3% | $2,755-73.3% |
| Participant deferral / active EE | $2,813 | $3,452-18.5% | $5,626-50.0% | $4,296-34.5% |
| Admin fee / account holder | $1,454 | $7,997-81.8% | $15,912-90.9% | $6,918-79.0% |