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 10-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 | $20,075 | $68,719-70.8% | $91,541-78.1% | $84,808-76.3% |
| Participation rate | 61.4% | 64.5%-3.1pp | 69.8%-8.4pp | 68.3%-6.9pp |
| Annual return | 13.26% | 19.12%-5.9pp | 20.50%-7.2pp | 40.90%-27.6pp |
| Employer contribution / active EE | $0 | $1,920-100.0% | $2,505-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,309 | $3,136-26.4% | $4,008-42.4% | $4,212-45.2% |
| Admin fee / account holder | $1,259 | $5,786-78.2% | $6,956-81.9% | $7,344-82.9% |