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 | $19,374 | $60,892-68.2% | $82,389-76.5% | $84,808-77.2% |
| Participation rate | 52.2% | 63.3%-11.1pp | 69.5%-17.4pp | 68.3%-16.1pp |
| Annual return | 25.02% | 37.29%-12.3pp | 28.67%-3.6pp | 40.90%-15.9pp |
| Employer contribution / active EE | $1,499 | $1,779-15.8% | $2,517-40.5% | $2,631-43.0% |
| Participant deferral / active EE | $2,008 | $3,179-36.8% | $4,155-51.7% | $4,212-52.3% |
| Admin fee / account holder | $2,707 | $5,467-50.5% | $7,231-62.6% | $7,344-63.1% |