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 | $19,830 | $58,208-65.9% | $81,812-75.8% | $80,856-75.5% |
| Participation rate | 31.3% | 63.4%-32.2pp | 72.3%-41.1pp | 67.6%-36.4pp |
| Annual return | 10.89% | 41.66%-30.8pp | 773.79%-762.9pp | 35.59%-24.7pp |
| Employer contribution / active EE | $827 | $2,340-64.6% | $2,912-71.6% | $2,755-70.0% |
| Participant deferral / active EE | $2,213 | $3,281-32.5% | $4,319-48.8% | $4,296-48.5% |
| Admin fee / account holder | $2,185 | $4,981-56.1% | $7,386-70.4% | $6,918-68.4% |