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 | $24,155 | $117,983-79.5% | $101,794-76.3% | $142,382-83.0% |
| Participation rate | 40.0% | 74.2%-34.2pp | 69.2%-29.2pp | 80.1%-40.1pp |
| Annual return | 22.22% | 36.92%-14.7pp | 30.53%-8.3pp | 217.08%-194.9pp |
| Employer contribution / active EE | $772 | $2,773-72.2% | $2,289-66.3% | $4,299-82.0% |
| Participant deferral / active EE | $2,286 | $4,714-51.5% | $4,084-44.0% | $6,507-64.9% |
| Admin fee / account holder | $4,274 | $10,433-59.0% | $8,777-51.3% | $12,624-66.1% |