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 | $19,356 | $25,014-22.6% | $69,647-72.2% | $80,856-76.1% |
| Participation rate | 23.5% | 64.2%-40.7pp | 66.5%-42.9pp | 67.6%-44.1pp |
| Annual return | 15.28% | 19.07%-3.8pp | 100.48%-85.2pp | 35.59%-20.3pp |
| Employer contribution / active EE | $319 | $993-67.8% | $1,712-81.4% | $2,755-88.4% |
| Participant deferral / active EE | $1,765 | $1,839-4.0% | $2,886-38.8% | $4,296-58.9% |
| Admin fee / account holder | $760 | $2,488-69.5% | $4,713-83.9% | $6,918-89.0% |