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 | $24,774 | $81,460-69.6% | $103,333-76.0% | $80,856-69.4% |
| Participation rate | 57.1% | 66.8%-9.7pp | 74.5%-17.4pp | 67.6%-10.5pp |
| Annual return | 13.92% | 25.55%-11.6pp | 24.88%-11.0pp | 35.59%-21.7pp |
| Employer contribution / active EE | $1,150 | $3,105-63.0% | $3,868-70.3% | $2,755-58.3% |
| Participant deferral / active EE | $2,544 | $3,869-34.2% | $5,057-49.7% | $4,296-40.8% |
| Admin fee / account holder | $1,793 | $6,566-72.7% | $8,355-78.5% | $6,918-74.1% |