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 | $30,872 | $80,717-61.8% | $154,803-80.1% | $84,808-63.6% |
| Participation rate | 32.9% | 66.8%-33.9pp | 78.1%-45.2pp | 68.3%-35.4pp |
| Annual return | 17.31% | 37.96%-20.6pp | 58.88%-41.6pp | 40.90%-23.6pp |
| Employer contribution / active EE | $593 | $2,761-78.5% | $4,305-86.2% | $2,631-77.5% |
| Participant deferral / active EE | $1,926 | $3,303-41.7% | $5,540-65.2% | $4,212-54.3% |
| Admin fee / account holder | $950 | $6,746-85.9% | $14,329-93.4% | $7,344-87.1% |