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 | $32,608 | $80,724-59.6% | $103,333-68.4% | $74,495-56.2% |
| Participation rate | 63.9% | 65.7%-1.8pp | 74.5%-10.6pp | 67.2%-3.3pp |
| Annual return | 12.21% | 27.56%-15.3pp | 24.88%-12.7pp | 1364.94%-1352.7pp |
| Employer contribution / active EE | $1,630 | $3,157-48.4% | $3,868-57.9% | $2,623-37.9% |
| Participant deferral / active EE | $3,281 | $3,860-15.0% | $5,057-35.1% | $4,346-24.5% |
| Admin fee / account holder | $4,926 | $2,368+108.0% | $8,355-41.0% | $1,942+153.7% |