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 | $23,569 | $68,719-65.7% | $91,541-74.3% | $84,808-72.2% |
| Participation rate | 58.8% | 64.5%-5.7pp | 69.8%-11.0pp | 68.3%-9.5pp |
| Annual return | 17.65% | 19.12%-1.5pp | 20.50%-2.9pp | 40.90%-23.2pp |
| Employer contribution / active EE | $754 | $1,920-60.7% | $2,505-69.9% | $2,631-71.3% |
| Participant deferral / active EE | $1,818 | $3,136-42.0% | $4,008-54.6% | $4,212-56.8% |
| Admin fee / account holder | $1,427 | $5,786-75.3% | $6,956-79.5% | $7,344-80.6% |