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 | $25,582 | $73,933-65.4% | $96,683-73.5% | $75,163-66.0% |
| Participation rate | 35.1% | 66.4%-31.3pp | 74.3%-39.2pp | 67.2%-32.1pp |
| Annual return | 16.86% | 26.70%-9.8pp | 35.69%-18.8pp | 160.62%-143.8pp |
| Employer contribution / active EE | $792 | $2,928-72.9% | $3,737-78.8% | $2,670-70.3% |
| Participant deferral / active EE | $1,992 | $3,659-45.5% | $4,878-59.2% | $4,125-51.7% |
| Admin fee / account holder | $1,260 | $5,216-75.8% | $6,730-81.3% | $5,651-77.7% |