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 | $36,489 | $81,248-55.1% | $155,509-76.5% | $80,856-54.9% |
| Participation rate | 18.2% | 66.2%-48.0pp | 78.2%-60.0pp | 67.6%-49.5pp |
| Annual return | 12.93% | 33.31%-20.4pp | 64.67%-51.7pp | 35.59%-22.7pp |
| Employer contribution / active EE | $1,056 | $3,100-65.9% | $4,672-77.4% | $2,755-61.7% |
| Participant deferral / active EE | $1,193 | $3,452-65.4% | $5,626-78.8% | $4,296-72.2% |
| Admin fee / account holder | $1,883 | $7,997-76.5% | $15,912-88.2% | $6,918-72.8% |