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 | $31,003 | $114,381-72.9% | $107,525-71.2% | $142,382-78.2% |
| Participation rate | 59.1% | 78.1%-19.0pp | 75.1%-16.0pp | 80.1%-21.0pp |
| Annual return | 18.65% | 242.71%-224.1pp | 181.32%-162.7pp | 217.08%-198.4pp |
| Employer contribution / active EE | $1,961 | $4,015-51.2% | $3,754-47.8% | $4,299-54.4% |
| Participant deferral / active EE | $2,866 | $5,564-48.5% | $5,116-44.0% | $6,507-56.0% |
| Admin fee / account holder | $4,063 | $9,860-58.8% | $8,919-54.4% | $12,624-67.8% |