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 | $17,932 | $72,012-75.1% | $185,823-90.3% | $79,858-77.5% |
| Participation rate | 40.0% | 65.8%-25.8pp | 78.0%-38.0pp | 69.6%-29.6pp |
| Annual return | 26.72% | 23.12%+3.6pp | 35.95%-9.2pp | 31.71%-5.0pp |
| Employer contribution / active EE | $1,499 | $1,965-23.7% | $4,087-63.3% | $2,471-39.3% |
| Participant deferral / active EE | $3,079 | $3,779-18.5% | $5,632-45.3% | $3,740-17.7% |
| Admin fee / account holder | $328 | $4,513-92.7% | $9,500-96.5% | $5,306-93.8% |