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 | $40,518 | $49,915-18.8% | $154,803-73.8% | $74,304-45.5% |
| Participation rate | 39.9% | 54.0%-14.1pp | 78.1%-38.2pp | 60.3%-20.5pp |
| Annual return | 17.43% | 34.06%-16.6pp | 58.88%-41.5pp | 29.43%-12.0pp |
| Employer contribution / active EE | $852 | $1,611-47.1% | $4,305-80.2% | $2,241-62.0% |
| Participant deferral / active EE | $1,872 | $2,255-17.0% | $5,540-66.2% | $3,767-50.3% |
| Admin fee / account holder | $2,169 | $2,189-0.9% | $14,329-84.9% | $2,969-27.0% |