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 | $41,066 | $80,717-49.1% | $154,803-73.5% | $84,808-51.6% |
| Participation rate | 14.6% | 66.8%-52.2pp | 78.1%-63.4pp | 68.3%-53.7pp |
| Annual return | 23.53% | 37.96%-14.4pp | 58.88%-35.4pp | 40.90%-17.4pp |
| Employer contribution / active EE | $427 | $2,761-84.5% | $4,305-90.1% | $2,631-83.8% |
| Participant deferral / active EE | $2,105 | $3,303-36.3% | $5,540-62.0% | $4,212-50.0% |
| Admin fee / account holder | $1,181 | $6,746-82.5% | $14,329-91.8% | $7,344-83.9% |