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 | $27,337 | $54,705-50.0% | $71,209-61.6% | $84,808-67.8% |
| Participation rate | 36.7% | 64.1%-27.4pp | 73.8%-37.1pp | 68.3%-31.6pp |
| Annual return | 16.44% | 35.90%-19.5pp | 282.51%-266.1pp | 40.90%-24.5pp |
| Employer contribution / active EE | $917 | $2,158-57.5% | $2,721-66.3% | $2,631-65.1% |
| Participant deferral / active EE | $2,427 | $3,030-19.9% | $4,175-41.9% | $4,212-42.4% |
| Admin fee / account holder | $1,857 | $4,863-61.8% | $5,349-65.3% | $7,344-74.7% |