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 | $52,415 | $71,050-26.2% | $93,606-44.0% | $80,856-35.2% |
| Participation rate | 44.8% | 60.4%-15.6pp | 68.7%-23.9pp | 67.6%-22.8pp |
| Annual return | 14.04% | 11.26%+2.8pp | 133.20%-119.2pp | 35.59%-21.6pp |
| Employer contribution / active EE | $802 | $1,564-48.7% | $2,420-66.9% | $2,755-70.9% |
| Participant deferral / active EE | $3,126 | $4,034-22.5% | $4,411-29.1% | $4,296-27.2% |
| Admin fee / account holder | $971 | $6,945-86.0% | $8,285-88.3% | $6,918-86.0% |