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 | $21,974 | $64,480-65.9% | $81,382-73.0% | $80,856-72.8% |
| Participation rate | 31.4% | 63.9%-32.5pp | 69.5%-38.1pp | 67.6%-36.2pp |
| Annual return | 15.12% | 16.34%-1.2pp | 24.73%-9.6pp | 35.59%-20.5pp |
| Employer contribution / active EE | $1,114 | $1,978-43.7% | $2,463-54.8% | $2,755-59.6% |
| Participant deferral / active EE | $2,515 | $3,094-18.7% | $3,883-35.2% | $4,296-41.4% |
| Admin fee / account holder | $1,914 | $5,671-66.2% | $5,768-66.8% | $6,918-72.3% |