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 6-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 | $23,538 | $65,561-64.1% | $91,541-74.3% | $74,304-68.3% |
| Participation rate | 22.4% | 56.6%-34.2pp | 69.8%-47.3pp | 60.3%-37.9pp |
| Annual return | 17.73% | 17.68%+0.1pp | 20.50%-2.8pp | 29.43%-11.7pp |
| Employer contribution / active EE | $821 | $1,717-52.2% | $2,505-67.2% | $2,241-63.4% |
| Participant deferral / active EE | $1,611 | $2,918-44.8% | $4,008-59.8% | $3,767-57.2% |
| Admin fee / account holder | $8,060 | $3,333+141.9% | $6,956+15.9% | $2,969+171.5% |