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 | $29,074 | $74,927-61.2% | $101,794-71.4% | $84,808-65.7% |
| Participation rate | 35.6% | 61.4%-25.8pp | 69.2%-33.6pp | 68.3%-32.7pp |
| Annual return | 16.87% | 18.70%-1.8pp | 30.53%-13.7pp | 40.90%-24.0pp |
| Employer contribution / active EE | $614 | $1,522-59.6% | $2,289-73.2% | $2,631-76.7% |
| Participant deferral / active EE | $1,623 | $3,099-47.6% | $4,084-60.2% | $4,212-61.5% |
| Admin fee / account holder | $692 | $6,514-89.4% | $8,777-92.1% | $7,344-90.6% |