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 7-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 | $26,350 | $74,927-64.8% | $101,794-74.1% | $84,808-68.9% |
| Participation rate | 34.6% | 61.4%-26.8pp | 69.2%-34.6pp | 68.3%-33.7pp |
| Annual return | 16.82% | 18.70%-1.9pp | 30.53%-13.7pp | 40.90%-24.1pp |
| Employer contribution / active EE | $1,053 | $1,522-30.8% | $2,289-54.0% | $2,631-60.0% |
| Participant deferral / active EE | $2,108 | $3,099-32.0% | $4,084-48.4% | $4,212-49.9% |
| Admin fee / account holder | $5,115 | $6,514-21.5% | $8,777-41.7% | $7,344-30.4% |