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 | $46,033 | $109,413-57.9% | $156,263-70.5% | $84,808-45.7% |
| Participation rate | 30.8% | 72.7%-41.9pp | 78.9%-48.1pp | 68.3%-37.5pp |
| Annual return | 29.51% | 20.18%+9.3pp | 59.47%-30.0pp | 40.90%-11.4pp |
| Employer contribution / active EE | $1,031 | $2,907-64.5% | $4,333-76.2% | $2,631-60.8% |
| Participant deferral / active EE | $2,064 | $4,590-55.0% | $6,158-66.5% | $4,212-51.0% |
| Admin fee / account holder | $2,328 | $9,357-75.1% | $14,255-83.7% | $7,344-68.3% |