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 | $30,192 | $87,013-65.3% | $106,213-71.6% | $80,856-62.7% |
| Participation rate | 68.5% | 70.4%-1.9pp | 75.3%-6.8pp | 67.6%+0.9pp |
| Annual return | 17.00% | 17.05%0pp | 116.14%-99.1pp | 35.59%-18.6pp |
| Employer contribution / active EE | $1,478 | $2,395-38.3% | $3,171-53.4% | $2,755-46.4% |
| Participant deferral / active EE | $2,968 | $3,986-25.5% | $5,016-40.8% | $4,296-30.9% |
| Admin fee / account holder | $1,604 | $8,431-81.0% | $11,033-85.5% | $6,918-76.8% |