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 | $63,738 | $74,927-14.9% | $101,794-37.4% | $84,808-24.8% |
| Participation rate | 18.9% | 61.4%-42.5pp | 69.2%-50.3pp | 68.3%-49.4pp |
| Annual return | 19.23% | 18.70%+0.5pp | 30.53%-11.3pp | 40.90%-21.7pp |
| Employer contribution / active EE | $784 | $1,522-48.5% | $2,289-65.7% | $2,631-70.2% |
| Participant deferral / active EE | $3,142 | $3,099+1.4% | $4,084-23.1% | $4,212-25.4% |
| Admin fee / account holder | $2,128 | $6,514-67.3% | $8,777-75.7% | $7,344-71.0% |