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 | $23,214 | $64,480-64.0% | $81,382-71.5% | $80,856-71.3% |
| Participation rate | 39.5% | 63.9%-24.4pp | 69.5%-30.0pp | 67.6%-28.2pp |
| Annual return | 14.12% | 16.34%-2.2pp | 24.73%-10.6pp | 35.59%-21.5pp |
| Employer contribution / active EE | $993 | $1,978-49.8% | $2,463-59.7% | $2,755-63.9% |
| Participant deferral / active EE | $2,085 | $3,094-32.6% | $3,883-46.3% | $4,296-51.5% |
| Admin fee / account holder | $1,537 | $5,671-72.9% | $5,768-73.4% | $6,918-77.8% |