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 8-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 | $14,852 | $80,717-81.6% | $154,803-90.4% | $84,808-82.5% |
| Participation rate | 51.9% | 66.8%-15.0pp | 78.1%-26.2pp | 68.3%-16.5pp |
| Annual return | 18.56% | 37.96%-19.4pp | 58.88%-40.3pp | 40.90%-22.3pp |
| Employer contribution / active EE | $498 | $2,761-82.0% | $4,305-88.4% | $2,631-81.1% |
| Participant deferral / active EE | $2,572 | $3,303-22.2% | $5,540-53.6% | $4,212-38.9% |
| Admin fee / account holder | $822 | $6,746-87.8% | $14,329-94.3% | $7,344-88.8% |