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 3-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 | $39,697 | $74,927-47.0% | $101,794-61.0% | $84,808-53.2% |
| Participation rate | 36.6% | 61.4%-24.8pp | 69.2%-32.6pp | 68.3%-31.7pp |
| Annual return | 17.77% | 18.70%-0.9pp | 30.53%-12.8pp | 40.90%-23.1pp |
| Employer contribution / active EE | $754 | $1,522-50.5% | $2,289-67.1% | $2,631-71.3% |
| Participant deferral / active EE | $2,542 | $3,099-18.0% | $4,084-37.8% | $4,212-39.6% |
| Admin fee / account holder | $438 | $6,514-93.3% | $8,777-95.0% | $7,344-94.0% |