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 8-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 | $19,857 | $80,717-75.4% | $154,803-87.2% | $84,808-76.6% |
| Participation rate | 63.2% | 66.8%-3.7pp | 78.1%-14.9pp | 68.3%-5.2pp |
| Annual return | 22.36% | 37.96%-15.6pp | 58.88%-36.5pp | 40.90%-18.5pp |
| Employer contribution / active EE | $1,515 | $2,761-45.1% | $4,305-64.8% | $2,631-42.4% |
| Participant deferral / active EE | $2,202 | $3,303-33.3% | $5,540-60.2% | $4,212-47.7% |
| Admin fee / account holder | $608 | $6,746-91.0% | $14,329-95.8% | $7,344-91.7% |