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 8-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 | $23,451 | $59,839-60.8% | $81,983-71.4% | $79,858-70.6% |
| Participation rate | 47.9% | 61.6%-13.7pp | 69.2%-21.4pp | 69.6%-21.8pp |
| Annual return | 25.37% | 17.56%+7.8pp | 41.31%-15.9pp | 31.71%-6.3pp |
| Employer contribution / active EE | $554 | $1,713-67.7% | $2,498-77.8% | $2,471-77.6% |
| Participant deferral / active EE | $2,458 | $2,695-8.8% | $3,722-34.0% | $3,740-34.3% |
| Admin fee / account holder | $1,869 | $4,287-56.4% | $5,664-67.0% | $5,306-64.8% |