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 | $38,824 | $60,022-35.3% | $88,946-56.4% | $84,808-54.2% |
| Participation rate | 53.8% | 57.8%-4.0pp | 68.8%-15.0pp | 68.3%-14.5pp |
| Annual return | 18.38% | 22.43%-4.0pp | 57.82%-39.4pp | 40.90%-22.5pp |
| Employer contribution / active EE | $1,509 | $1,703-11.4% | $2,555-40.9% | $2,631-42.6% |
| Participant deferral / active EE | $3,326 | $3,114+6.8% | $4,581-27.4% | $4,212-21.0% |
| Admin fee / account holder | $2,470 | $4,811-48.7% | $8,261-70.1% | $7,344-66.4% |