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 | $35,407 | $68,914-48.6% | $136,749-74.1% | $74,304-52.3% |
| Participation rate | 32.1% | 51.3%-19.2pp | 72.1%-40.0pp | 60.3%-28.2pp |
| Annual return | 16.74% | 16.34%+0.4pp | 24.33%-7.6pp | 29.43%-12.7pp |
| Employer contribution / active EE | $1,074 | $1,561-31.2% | $3,400-68.4% | $2,241-52.1% |
| Participant deferral / active EE | $1,165 | $2,541-54.1% | $4,692-75.2% | $3,767-69.1% |
| Admin fee / account holder | $3,641 | $3,149+15.6% | $11,386-68.0% | $2,969+22.6% |