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 | $35,570 | $93,170-61.8% | $100,534-64.6% | $84,808-58.1% |
| Participation rate | 40.5% | 75.8%-35.3pp | 80.6%-40.1pp | 68.3%-27.8pp |
| Annual return | 16.65% | 47.13%-30.5pp | 32.66%-16.0pp | 40.90%-24.2pp |
| Employer contribution / active EE | $1,380 | $3,985-65.4% | $4,346-68.3% | $2,631-47.6% |
| Participant deferral / active EE | $2,618 | $5,699-54.1% | $6,144-57.4% | $4,212-37.8% |
| Admin fee / account holder | $5,692 | $7,382-22.9% | $7,654-25.6% | $7,344-22.5% |