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 | $33,270 | $68,719-51.6% | $91,541-63.7% | $84,808-60.8% |
| Participation rate | 40.5% | 64.5%-24.0pp | 69.8%-29.3pp | 68.3%-27.8pp |
| Annual return | 19.33% | 19.12%+0.2pp | 20.50%-1.2pp | 40.90%-21.6pp |
| Employer contribution / active EE | $1,674 | $1,920-12.8% | $2,505-33.2% | $2,631-36.4% |
| Participant deferral / active EE | $3,784 | $3,136+20.7% | $4,008-5.6% | $4,212-10.1% |
| Admin fee / account holder | $1,343 | $5,786-76.8% | $6,956-80.7% | $7,344-81.7% |