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 | $32,653 | $117,983-72.3% | $101,794-67.9% | $142,382-77.1% |
| Participation rate | 54.2% | 74.2%-20.1pp | 69.2%-15.0pp | 80.1%-26.0pp |
| Annual return | 15.56% | 36.92%-21.4pp | 30.53%-15.0pp | 217.08%-201.5pp |
| Employer contribution / active EE | $631 | $2,773-77.2% | $2,289-72.4% | $4,299-85.3% |
| Participant deferral / active EE | $2,018 | $4,714-57.2% | $4,084-50.6% | $6,507-69.0% |
| Admin fee / account holder | $3,576 | $10,433-65.7% | $8,777-59.3% | $12,624-71.7% |