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 3-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 | $17,813 | $60,022-70.3% | $88,946-80.0% | $84,808-79.0% |
| Participation rate | 68.0% | 57.8%+10.2pp | 68.8%-0.8pp | 68.3%-0.3pp |
| Annual return | 20.32% | 22.43%-2.1pp | 57.82%-37.5pp | 40.90%-20.6pp |
| Employer contribution / active EE | $0 | $1,703-100.0% | $2,555-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,562 | $3,114+14.4% | $4,581-22.2% | $4,212-15.4% |
| Admin fee / account holder | $973 | $4,811-79.8% | $8,261-88.2% | $7,344-86.7% |