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 | $41,045 | $68,719-40.3% | $91,541-55.2% | $84,808-51.6% |
| Participation rate | 20.7% | 64.5%-43.8pp | 69.8%-49.1pp | 68.3%-47.6pp |
| Annual return | 16.90% | 19.12%-2.2pp | 20.50%-3.6pp | 40.90%-24.0pp |
| Employer contribution / active EE | $419 | $1,920-78.2% | $2,505-83.3% | $2,631-84.1% |
| Participant deferral / active EE | $1,488 | $3,136-52.6% | $4,008-62.9% | $4,212-64.7% |
| Admin fee / account holder | $684 | $5,786-88.2% | $6,956-90.2% | $7,344-90.7% |