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 | $40,918 | $60,022-31.8% | $88,946-54.0% | $84,808-51.8% |
| Participation rate | 32.1% | 57.8%-25.7pp | 68.8%-36.7pp | 68.3%-36.2pp |
| Annual return | 19.39% | 22.43%-3.0pp | 57.82%-38.4pp | 40.90%-21.5pp |
| Employer contribution / active EE | $801 | $1,703-53.0% | $2,555-68.7% | $2,631-69.6% |
| Participant deferral / active EE | $2,493 | $3,114-19.9% | $4,581-45.6% | $4,212-40.8% |
| Admin fee / account holder | $3,212 | $4,811-33.2% | $8,261-61.1% | $7,344-56.3% |