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 6-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 | $12,558 | $81,248-84.5% | $155,509-91.9% | $80,856-84.5% |
| Participation rate | 59.3% | 66.2%-6.9pp | 78.2%-18.8pp | 67.6%-8.3pp |
| Annual return | 12.43% | 33.31%-20.9pp | 64.67%-52.2pp | 35.59%-23.2pp |
| Employer contribution / active EE | $558 | $3,100-82.0% | $4,672-88.1% | $2,755-79.8% |
| Participant deferral / active EE | $961 | $3,452-72.2% | $5,626-82.9% | $4,296-77.6% |
| Admin fee / account holder | $3,056 | $7,997-61.8% | $15,912-80.8% | $6,918-55.8% |