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 | $23,937 | $57,541-58.4% | $95,745-75.0% | $75,163-68.2% |
| Participation rate | 54.5% | 62.5%-8.0pp | 72.3%-17.7pp | 67.2%-12.6pp |
| Annual return | 17.79% | 34.93%-17.1pp | 28.35%-10.6pp | 160.62%-142.8pp |
| Employer contribution / active EE | $1,931 | $1,808+6.8% | $2,835-31.9% | $2,670-27.7% |
| Participant deferral / active EE | $3,176 | $3,074+3.3% | $4,245-25.2% | $4,125-23.0% |
| Admin fee / account holder | $4,829 | $4,099+17.8% | $5,678-15.0% | $5,651-14.6% |