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 4-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 | $57,463 | $80,717-28.8% | $154,803-62.9% | $84,808-32.2% |
| Participation rate | 8.5% | 66.8%-58.3pp | 78.1%-69.5pp | 68.3%-59.8pp |
| Annual return | 18.67% | 37.96%-19.3pp | 58.88%-40.2pp | 40.90%-22.2pp |
| Employer contribution / active EE | $650 | $2,761-76.5% | $4,305-84.9% | $2,631-75.3% |
| Participant deferral / active EE | $1,192 | $3,303-63.9% | $5,540-78.5% | $4,212-71.7% |
| Admin fee / account holder | $17,358 | $6,746+157.3% | $14,329+21.1% | $7,344+136.4% |