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 | $37,681 | $117,983-68.1% | $101,794-63.0% | $142,382-73.5% |
| Participation rate | 36.8% | 74.2%-37.4pp | 69.2%-32.3pp | 80.1%-43.3pp |
| Annual return | 19.37% | 36.92%-17.5pp | 30.53%-11.2pp | 217.08%-197.7pp |
| Employer contribution / active EE | $798 | $2,773-71.2% | $2,289-65.1% | $4,299-81.4% |
| Participant deferral / active EE | $1,871 | $4,714-60.3% | $4,084-54.2% | $6,507-71.2% |
| Admin fee / account holder | $6,834 | $10,433-34.5% | $8,777-22.1% | $12,624-45.9% |