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 | $21,042 | $71,050-70.4% | $93,606-77.5% | $80,856-74.0% |
| Participation rate | 46.2% | 60.4%-14.3pp | 68.7%-22.6pp | 67.6%-21.5pp |
| Annual return | 11.73% | 11.26%+0.5pp | 133.20%-121.5pp | 35.59%-23.9pp |
| Employer contribution / active EE | $736 | $1,564-52.9% | $2,420-69.6% | $2,755-73.3% |
| Participant deferral / active EE | $1,739 | $4,034-56.9% | $4,411-60.6% | $4,296-59.5% |
| Admin fee / account holder | $5,159 | $6,945-25.7% | $8,285-37.7% | $6,918-25.4% |