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 6-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 | $20,129 | $20,316-0.9% | $66,042-69.5% | $74,304-72.9% |
| Participation rate | 26.7% | 62.8%-36.0pp | 67.5%-40.8pp | 60.3%-33.6pp |
| Annual return | 15.56% | 28.10%-12.5pp | 52.11%-36.6pp | 29.43%-13.9pp |
| Employer contribution / active EE | $0 | $745-100.0% | $1,579-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $976 | $1,615-39.6% | $2,835-65.6% | $3,767-74.1% |
| Admin fee / account holder | $1,749 | $1,668+4.8% | $5,747-69.6% | $2,969-41.1% |