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 | $30,358 | $81,248-62.6% | $155,509-80.5% | $80,856-62.5% |
| Participation rate | 10.4% | 66.2%-55.8pp | 78.2%-67.8pp | 67.6%-57.2pp |
| Annual return | 12.44% | 33.31%-20.9pp | 64.67%-52.2pp | 35.59%-23.2pp |
| Employer contribution / active EE | $447 | $3,100-85.6% | $4,672-90.4% | $2,755-83.8% |
| Participant deferral / active EE | $1,475 | $3,452-57.3% | $5,626-73.8% | $4,296-65.7% |
| Admin fee / account holder | $2,621 | $7,997-67.2% | $15,912-83.5% | $6,918-62.1% |