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 | $21,051 | $51,175-58.9% | $70,515-70.1% | $75,163-72.0% |
| Participation rate | 29.3% | 60.9%-31.7pp | 68.3%-39.1pp | 67.2%-37.9pp |
| Annual return | 17.14% | 30.02%-12.9pp | 32.77%-15.6pp | 160.62%-143.5pp |
| Employer contribution / active EE | $762 | $1,826-58.3% | $2,973-74.4% | $2,670-71.4% |
| Participant deferral / active EE | $1,386 | $2,849-51.4% | $4,567-69.7% | $4,125-66.4% |
| Admin fee / account holder | $5,526 | $4,091+35.1% | $6,412-13.8% | $5,651-2.2% |