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 | $32,192 | $68,914-53.3% | $136,749-76.5% | $74,304-56.7% |
| Participation rate | 24.8% | 51.3%-26.6pp | 72.1%-47.4pp | 60.3%-35.6pp |
| Annual return | 27.50% | 16.34%+11.2pp | 24.33%+3.2pp | 29.43%-1.9pp |
| Employer contribution / active EE | $584 | $1,561-62.6% | $3,400-82.8% | $2,241-73.9% |
| Participant deferral / active EE | $1,433 | $2,541-43.6% | $4,692-69.5% | $3,767-62.0% |
| Admin fee / account holder | $2,274 | $3,149-27.8% | $11,386-80.0% | $2,969-23.4% |