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 | $16,624 | $51,175-67.5% | $70,515-76.4% | $75,163-77.9% |
| Participation rate | 28.4% | 60.9%-32.5pp | 68.3%-40.0pp | 67.2%-38.8pp |
| Annual return | 19.67% | 30.02%-10.4pp | 32.77%-13.1pp | 160.62%-140.9pp |
| Employer contribution / active EE | $679 | $1,826-62.8% | $2,973-77.2% | $2,670-74.6% |
| Participant deferral / active EE | $1,654 | $2,849-41.9% | $4,567-63.8% | $4,125-59.9% |
| Admin fee / account holder | $1,360 | $4,091-66.7% | $6,412-78.8% | $5,651-75.9% |