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 | $28,350 | $57,016-50.3% | $84,966-66.6% | $80,856-64.9% |
| Participation rate | 39.7% | 56.3%-16.7pp | 67.5%-27.8pp | 67.6%-28.0pp |
| Annual return | 19.81% | 21.66%-1.8pp | 66.38%-46.6pp | 35.59%-15.8pp |
| Employer contribution / active EE | $1,160 | $1,798-35.5% | $2,727-57.5% | $2,755-57.9% |
| Participant deferral / active EE | $2,503 | $3,110-19.5% | $4,519-44.6% | $4,296-41.7% |
| Admin fee / account holder | $490 | $4,980-90.2% | $6,149-92.0% | $6,918-92.9% |