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 | $27,038 | $60,892-55.6% | $82,389-67.2% | $84,808-68.1% |
| Participation rate | 31.4% | 63.3%-31.9pp | 69.5%-38.2pp | 68.3%-36.9pp |
| Annual return | 17.83% | 37.29%-19.5pp | 28.67%-10.8pp | 40.90%-23.1pp |
| Employer contribution / active EE | $754 | $1,779-57.6% | $2,517-70.0% | $2,631-71.3% |
| Participant deferral / active EE | $2,043 | $3,179-35.7% | $4,155-50.8% | $4,212-51.5% |
| Admin fee / account holder | $2,858 | $5,467-47.7% | $7,231-60.5% | $7,344-61.1% |