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 | $18,550 | $37,426-50.4% | $77,482-76.1% | $79,858-76.8% |
| Participation rate | 36.4% | 41.5%-5.1pp | 54.2%-17.8pp | 69.6%-33.3pp |
| Annual return | 26.84% | 39.70%-12.9pp | 54.79%-27.9pp | 31.71%-4.9pp |
| Employer contribution / active EE | $684 | $637+7.5% | $986-30.6% | $2,471-72.3% |
| Participant deferral / active EE | $1,132 | $1,260-10.1% | $1,861-39.2% | $3,740-69.7% |
| Admin fee / account holder | $406 | $2,504-83.8% | $2,858-85.8% | $5,306-92.4% |