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 | $24,361 | $64,480-62.2% | $81,382-70.1% | $80,856-69.9% |
| Participation rate | 18.8% | 63.9%-45.0pp | 69.5%-50.7pp | 67.6%-48.8pp |
| Annual return | 15.24% | 16.34%-1.1pp | 24.73%-9.5pp | 35.59%-20.4pp |
| Employer contribution / active EE | $500 | $1,978-74.7% | $2,463-79.7% | $2,755-81.8% |
| Participant deferral / active EE | $1,343 | $3,094-56.6% | $3,883-65.4% | $4,296-68.7% |
| Admin fee / account holder | $1,452 | $5,671-74.4% | $5,768-74.8% | $6,918-79.0% |