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 4-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 | $37,607 | $81,248-53.7% | $155,509-75.8% | $80,856-53.5% |
| Participation rate | 23.1% | 66.2%-43.2pp | 78.2%-55.1pp | 67.6%-44.6pp |
| Annual return | 13.19% | 33.31%-20.1pp | 64.67%-51.5pp | 35.59%-22.4pp |
| Employer contribution / active EE | $770 | $3,100-75.2% | $4,672-83.5% | $2,755-72.0% |
| Participant deferral / active EE | $1,872 | $3,452-45.8% | $5,626-66.7% | $4,296-56.4% |
| Admin fee / account holder | $834 | $7,997-89.6% | $15,912-94.8% | $6,918-87.9% |