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 | $31,973 | $60,892-47.5% | $82,389-61.2% | $84,808-62.3% |
| Participation rate | 30.2% | 63.3%-33.1pp | 69.5%-39.4pp | 68.3%-38.2pp |
| Annual return | 21.73% | 37.29%-15.6pp | 28.67%-6.9pp | 40.90%-19.2pp |
| Employer contribution / active EE | $714 | $1,779-59.9% | $2,517-71.6% | $2,631-72.9% |
| Participant deferral / active EE | $1,722 | $3,179-45.8% | $4,155-58.5% | $4,212-59.1% |
| Admin fee / account holder | $351 | $5,467-93.6% | $7,231-95.1% | $7,344-95.2% |