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 | $37,127 | $81,460-54.4% | $103,333-64.1% | $80,856-54.1% |
| Participation rate | 51.2% | 66.8%-15.7pp | 74.5%-23.3pp | 67.6%-16.5pp |
| Annual return | 15.19% | 25.55%-10.4pp | 24.88%-9.7pp | 35.59%-20.4pp |
| Employer contribution / active EE | $1,438 | $3,105-53.7% | $3,868-62.8% | $2,755-47.8% |
| Participant deferral / active EE | $3,099 | $3,869-19.9% | $5,057-38.7% | $4,296-27.9% |
| Admin fee / account holder | $4,627 | $6,566-29.5% | $8,355-44.6% | $6,918-33.1% |