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 | $18,928 | $60,892-68.9% | $82,389-77.0% | $84,808-77.7% |
| Participation rate | 49.2% | 63.3%-14.1pp | 69.5%-20.4pp | 68.3%-19.1pp |
| Annual return | 17.06% | 37.29%-20.2pp | 28.67%-11.6pp | 40.90%-23.8pp |
| Employer contribution / active EE | $919 | $1,779-48.3% | $2,517-63.5% | $2,631-65.1% |
| Participant deferral / active EE | $1,913 | $3,179-39.8% | $4,155-54.0% | $4,212-54.6% |
| Admin fee / account holder | $2,557 | $5,467-53.2% | $7,231-64.6% | $7,344-65.2% |