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 7-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 | $15,292 | $62,573-75.6% | $85,682-82.2% | $85,850-82.2% |
| Participation rate | 22.9% | 61.1%-38.2pp | 69.9%-47.0pp | 69.3%-46.4pp |
| Annual return | 24.48% | 23.77%+0.7pp | 21.49%+3.0pp | 318.53%-294.1pp |
| Employer contribution / active EE | $890 | $1,757-49.3% | $2,618-66.0% | $2,565-65.3% |
| Participant deferral / active EE | $2,002 | $2,802-28.6% | $3,923-49.0% | $3,952-49.3% |
| Admin fee / account holder | $350 | $4,640-92.5% | $6,873-94.9% | $6,260-94.4% |