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 4-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 | $17,551 | $60,022-70.8% | $88,946-80.3% | $84,808-79.3% |
| Participation rate | 57.4% | 57.8%-0.4pp | 68.8%-11.4pp | 68.3%-10.9pp |
| Annual return | 17.16% | 22.43%-5.3pp | 57.82%-40.7pp | 40.90%-23.7pp |
| Employer contribution / active EE | $674 | $1,703-60.4% | $2,555-73.6% | $2,631-74.4% |
| Participant deferral / active EE | $2,667 | $3,114-14.3% | $4,581-41.8% | $4,212-36.7% |
| Admin fee / account holder | $2,200 | $4,811-54.3% | $8,261-73.4% | $7,344-70.0% |