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 10-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 | $13,462 | $37,426-64.0% | $77,482-82.6% | $79,858-83.1% |
| Participation rate | 24.1% | 41.5%-17.4pp | 54.2%-30.0pp | 69.6%-45.5pp |
| Annual return | 25.41% | 39.70%-14.3pp | 54.79%-29.4pp | 31.71%-6.3pp |
| Employer contribution / active EE | $502 | $637-21.1% | $986-49.1% | $2,471-79.7% |
| Participant deferral / active EE | $510 | $1,260-59.5% | $1,861-72.6% | $3,740-86.4% |
| Admin fee / account holder | $414 | $2,504-83.5% | $2,858-85.5% | $5,306-92.2% |