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 8-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 | $15,082 | $45,073-66.5% | $69,455-78.3% | $72,985-79.3% |
| Participation rate | 45.3% | 68.5%-23.2pp | 74.6%-29.3pp | 69.5%-24.2pp |
| Annual return | 23.30% | 22.65%+0.6pp | 28.97%-5.7pp | 81.00%-57.7pp |
| Employer contribution / active EE | $859 | $2,054-58.2% | $2,779-69.1% | $2,440-64.8% |
| Participant deferral / active EE | $2,464 | $2,602-5.3% | $3,535-30.3% | $3,607-31.7% |
| Admin fee / account holder | $631 | $3,056-79.3% | $3,839-83.6% | $5,124-87.7% |