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 | $31,456 | $80,717-61.0% | $154,803-79.7% | $84,808-62.9% |
| Participation rate | 18.8% | 66.8%-48.1pp | 78.1%-59.3pp | 68.3%-49.6pp |
| Annual return | 16.53% | 37.96%-21.4pp | 58.88%-42.4pp | 40.90%-24.4pp |
| Employer contribution / active EE | $375 | $2,761-86.4% | $4,305-91.3% | $2,631-85.7% |
| Participant deferral / active EE | $1,398 | $3,303-57.7% | $5,540-74.8% | $4,212-66.8% |
| Admin fee / account holder | $3,302 | $6,746-51.1% | $14,329-77.0% | $7,344-55.0% |