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 5-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 | $12,817 | $107,452-88.1% | $91,541-86.0% | $142,382-91.0% |
| Participation rate | 59.1% | 75.1%-16.0pp | 69.8%-10.7pp | 80.1%-21.0pp |
| Annual return | 23.44% | 22.06%+1.4pp | 20.50%+2.9pp | 217.08%-193.6pp |
| Employer contribution / active EE | $792 | $2,994-73.5% | $2,505-68.4% | $4,299-81.6% |
| Participant deferral / active EE | $1,237 | $4,754-74.0% | $4,008-69.1% | $6,507-81.0% |
| Admin fee / account holder | $943 | $8,834-89.3% | $6,956-86.4% | $12,624-92.5% |