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 | $17,675 | $25,014-29.3% | $69,647-74.6% | $80,856-78.1% |
| Participation rate | 40.4% | 64.2%-23.8pp | 66.5%-26.0pp | 67.6%-27.2pp |
| Annual return | 38.87% | 19.07%+19.8pp | 100.48%-61.6pp | 35.59%+3.3pp |
| Employer contribution / active EE | $1,063 | $993+7.1% | $1,712-37.9% | $2,755-61.4% |
| Participant deferral / active EE | $1,529 | $1,839-16.8% | $2,886-47.0% | $4,296-64.4% |
| Admin fee / account holder | $1,268 | $2,488-49.0% | $4,713-73.1% | $6,918-81.7% |