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 | $20,282 | $55,371-63.4% | $95,585-78.8% | $74,304-72.7% |
| Participation rate | 33.3% | 53.8%-20.5pp | 72.1%-38.7pp | 60.3%-27.0pp |
| Annual return | 16.04% | 24.26%-8.2pp | 38.56%-22.5pp | 29.43%-13.4pp |
| Employer contribution / active EE | $0 | $1,437-100.0% | $2,527-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $1,262 | $2,955-57.3% | $4,023-68.6% | $3,767-66.5% |
| Admin fee / account holder | $820 | $2,620-68.7% | $6,127-86.6% | $2,969-72.4% |