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 | $42,837 | $65,561-34.7% | $91,541-53.2% | $74,304-42.3% |
| Participation rate | 19.9% | 56.6%-36.7pp | 69.8%-49.9pp | 60.3%-40.4pp |
| Annual return | 18.32% | 17.68%+0.6pp | 20.50%-2.2pp | 29.43%-11.1pp |
| Employer contribution / active EE | $508 | $1,717-70.4% | $2,505-79.7% | $2,241-77.3% |
| Participant deferral / active EE | $1,159 | $2,918-60.3% | $4,008-71.1% | $3,767-69.2% |
| Admin fee / account holder | $4,091 | $3,333+22.8% | $6,956-41.2% | $2,969+37.8% |