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 | $20,273 | $72,012-71.8% | $185,823-89.1% | $79,858-74.6% |
| Participation rate | 46.9% | 65.8%-18.9pp | 78.0%-31.2pp | 69.6%-22.8pp |
| Annual return | 13.30% | 23.12%-9.8pp | 35.95%-22.7pp | 31.71%-18.4pp |
| Employer contribution / active EE | $852 | $1,965-56.6% | $4,087-79.1% | $2,471-65.5% |
| Participant deferral / active EE | $1,317 | $3,779-65.2% | $5,632-76.6% | $3,740-64.8% |
| Admin fee / account holder | $1,505 | $4,513-66.6% | $9,500-84.2% | $5,306-71.6% |