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 | $25,711 | $76,670-66.5% | $96,683-73.4% | $71,457-64.0% |
| Participation rate | 24.2% | 66.6%-42.4pp | 74.3%-50.1pp | 67.9%-43.7pp |
| Annual return | 21.96% | 48.29%-26.3pp | 35.69%-13.7pp | 28.85%-6.9pp |
| Employer contribution / active EE | $901 | $3,031-70.3% | $3,737-75.9% | $2,588-65.2% |
| Participant deferral / active EE | $1,798 | $3,771-52.3% | $4,878-63.1% | $4,289-58.1% |
| Admin fee / account holder | $862 | $2,028-57.5% | $6,730-87.2% | $1,587-45.7% |