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 | $26,866 | $109,881-75.5% | $150,045-82.1% | $84,808-68.3% |
| Participation rate | 41.5% | 76.1%-34.6pp | 82.3%-40.8pp | 68.3%-26.8pp |
| Annual return | 37.63% | 28.25%+9.4pp | 62.55%-24.9pp | 40.90%-3.3pp |
| Employer contribution / active EE | $1,020 | $3,561-71.3% | $4,693-78.3% | $2,631-61.2% |
| Participant deferral / active EE | $2,600 | $6,636-60.8% | $7,997-67.5% | $4,212-38.3% |
| Admin fee / account holder | $1,112 | $8,568-87.0% | $13,435-91.7% | $7,344-84.9% |