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 | $28,121 | $61,605-54.4% | $112,229-74.9% | $75,163-62.6% |
| Participation rate | 43.2% | 61.7%-18.5pp | 72.4%-29.2pp | 67.2%-24.0pp |
| Annual return | 15.31% | 28.47%-13.2pp | 30.20%-14.9pp | 160.62%-145.3pp |
| Employer contribution / active EE | $979 | $2,015-51.4% | $3,430-71.5% | $2,670-63.3% |
| Participant deferral / active EE | $1,154 | $3,108-62.9% | $4,798-76.0% | $4,125-72.0% |
| Admin fee / account holder | $685 | $4,862-85.9% | $7,748-91.2% | $5,651-87.9% |