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 | $20,349 | $57,016-64.3% | $84,966-76.1% | $80,856-74.8% |
| Participation rate | 50.0% | 56.3%-6.3pp | 67.5%-17.5pp | 67.6%-17.6pp |
| Annual return | 15.57% | 21.66%-6.1pp | 66.38%-50.8pp | 35.59%-20.0pp |
| Employer contribution / active EE | $1,036 | $1,798-42.4% | $2,727-62.0% | $2,755-62.4% |
| Participant deferral / active EE | $2,230 | $3,110-28.3% | $4,519-50.7% | $4,296-48.1% |
| Admin fee / account holder | $533 | $4,980-89.3% | $6,149-91.3% | $6,918-92.3% |