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 | $20,057 | $71,050-71.8% | $93,606-78.6% | $80,856-75.2% |
| Participation rate | 37.3% | 60.4%-23.1pp | 68.7%-31.4pp | 67.6%-30.3pp |
| Annual return | 9.97% | 11.26%-1.3pp | 133.20%-123.2pp | 35.59%-25.6pp |
| Employer contribution / active EE | $1,472 | $1,564-5.9% | $2,420-39.2% | $2,755-46.6% |
| Participant deferral / active EE | $2,768 | $4,034-31.4% | $4,411-37.2% | $4,296-35.6% |
| Admin fee / account holder | $8,238 | $6,945+18.6% | $8,285-0.6% | $6,918+19.1% |