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 | $37,216 | $57,016-34.7% | $84,966-56.2% | $80,856-54.0% |
| Participation rate | 22.4% | 56.3%-34.0pp | 67.5%-45.1pp | 67.6%-45.3pp |
| Annual return | 18.08% | 21.66%-3.6pp | 66.38%-48.3pp | 35.59%-17.5pp |
| Employer contribution / active EE | $939 | $1,798-47.8% | $2,727-65.6% | $2,755-65.9% |
| Participant deferral / active EE | $3,029 | $3,110-2.6% | $4,519-33.0% | $4,296-29.5% |
| Admin fee / account holder | $2,032 | $4,980-59.2% | $6,149-67.0% | $6,918-70.6% |