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 | $28,571 | $89,698-68.1% | $103,476-72.4% | $80,856-64.7% |
| Participation rate | 41.2% | 76.0%-34.8pp | 80.5%-39.3pp | 67.6%-26.5pp |
| Annual return | 13.08% | 22.78%-9.7pp | 23.90%-10.8pp | 35.59%-22.5pp |
| Employer contribution / active EE | $1,302 | $4,018-67.6% | $4,672-72.1% | $2,755-52.8% |
| Participant deferral / active EE | $2,382 | $5,456-56.3% | $6,623-64.0% | $4,296-44.6% |
| Admin fee / account holder | $838 | $6,768-87.6% | $9,413-91.1% | $6,918-87.9% |