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 | $47,904 | $48,750-1.7% | $88,946-46.1% | $74,304-35.5% |
| Participation rate | 15.6% | 44.5%-28.9pp | 68.8%-53.3pp | 60.3%-44.8pp |
| Annual return | 17.08% | 25.91%-8.8pp | 57.82%-40.7pp | 29.43%-12.3pp |
| Employer contribution / active EE | $223 | $1,255-82.2% | $2,555-91.3% | $2,241-90.0% |
| Participant deferral / active EE | $763 | $2,423-68.5% | $4,581-83.3% | $3,767-79.7% |
| Admin fee / account holder | $476 | $3,756-87.3% | $8,261-94.2% | $2,969-84.0% |