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 4-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 | $22,497 | $81,248-72.3% | $155,509-85.5% | $80,856-72.2% |
| Participation rate | 38.0% | 66.2%-28.2pp | 78.2%-40.2pp | 67.6%-29.6pp |
| Annual return | 16.23% | 33.31%-17.1pp | 64.67%-48.4pp | 35.59%-19.4pp |
| Employer contribution / active EE | $607 | $3,100-80.4% | $4,672-87.0% | $2,755-78.0% |
| Participant deferral / active EE | $1,803 | $3,452-47.8% | $5,626-68.0% | $4,296-58.0% |
| Admin fee / account holder | $1,223 | $7,997-84.7% | $15,912-92.3% | $6,918-82.3% |