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 | $22,672 | $49,915-54.6% | $154,803-85.4% | $74,304-69.5% |
| Participation rate | 39.0% | 54.0%-15.0pp | 78.1%-39.1pp | 60.3%-21.4pp |
| Annual return | 21.71% | 34.06%-12.3pp | 58.88%-37.2pp | 29.43%-7.7pp |
| Employer contribution / active EE | $1,251 | $1,611-22.3% | $4,305-70.9% | $2,241-44.2% |
| Participant deferral / active EE | $2,721 | $2,255+20.7% | $5,540-50.9% | $3,767-27.8% |
| Admin fee / account holder | $2,641 | $2,189+20.6% | $14,329-81.6% | $2,969-11.0% |