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 | $34,906 | $117,983-70.4% | $101,794-65.7% | $142,382-75.5% |
| Participation rate | 42.9% | 74.2%-31.4pp | 69.2%-26.3pp | 80.1%-37.3pp |
| Annual return | 20.66% | 36.92%-16.3pp | 30.53%-9.9pp | 217.08%-196.4pp |
| Employer contribution / active EE | $730 | $2,773-73.7% | $2,289-68.1% | $4,299-83.0% |
| Participant deferral / active EE | $3,290 | $4,714-30.2% | $4,084-19.4% | $6,507-49.4% |
| Admin fee / account holder | $1,931 | $10,433-81.5% | $8,777-78.0% | $12,624-84.7% |