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 | $27,536 | $79,944-65.6% | $98,439-72.0% | $75,163-63.4% |
| Participation rate | 59.0% | 70.4%-11.4pp | 75.2%-16.1pp | 67.2%-8.2pp |
| Annual return | 21.18% | 19.75%+1.4pp | 21.16%0pp | 160.62%-139.4pp |
| Employer contribution / active EE | $2,208 | $2,264-2.5% | $3,048-27.6% | $2,670-17.3% |
| Participant deferral / active EE | $4,393 | $3,752+17.1% | $4,738-7.3% | $4,125+6.5% |
| Admin fee / account holder | $966 | $6,840-85.9% | $8,948-89.2% | $5,651-82.9% |