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 | $18,471 | $81,248-77.3% | $155,509-88.1% | $80,856-77.2% |
| Participation rate | 53.8% | 66.2%-12.4pp | 78.2%-24.3pp | 67.6%-13.8pp |
| Annual return | 18.22% | 33.31%-15.1pp | 64.67%-46.4pp | 35.59%-17.4pp |
| Employer contribution / active EE | $933 | $3,100-69.9% | $4,672-80.0% | $2,755-66.1% |
| Participant deferral / active EE | $1,399 | $3,452-59.5% | $5,626-75.1% | $4,296-67.4% |
| Admin fee / account holder | $2,610 | $7,997-67.4% | $15,912-83.6% | $6,918-62.3% |