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 | $34,013 | $80,717-57.9% | $154,803-78.0% | $84,808-59.9% |
| Participation rate | 31.7% | 66.8%-35.1pp | 78.1%-46.4pp | 68.3%-36.6pp |
| Annual return | 23.21% | 37.96%-14.8pp | 58.88%-35.7pp | 40.90%-17.7pp |
| Employer contribution / active EE | $828 | $2,761-70.0% | $4,305-80.8% | $2,631-68.5% |
| Participant deferral / active EE | $2,484 | $3,303-24.8% | $5,540-55.2% | $4,212-41.0% |
| Admin fee / account holder | $3,430 | $6,746-49.2% | $14,329-76.1% | $7,344-53.3% |