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 | $30,099 | $68,719-56.2% | $91,541-67.1% | $84,808-64.5% |
| Participation rate | 31.3% | 64.5%-33.3pp | 69.8%-38.5pp | 68.3%-37.1pp |
| Annual return | 13.18% | 19.12%-5.9pp | 20.50%-7.3pp | 40.90%-27.7pp |
| Employer contribution / active EE | $591 | $1,920-69.2% | $2,505-76.4% | $2,631-77.5% |
| Participant deferral / active EE | $1,194 | $3,136-61.9% | $4,008-70.2% | $4,212-71.6% |
| Admin fee / account holder | $4,495 | $5,786-22.3% | $6,956-35.4% | $7,344-38.8% |