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 | $15,615 | $91,190-82.9% | $178,490-91.3% | $79,858-80.4% |
| Participation rate | 30.9% | 69.2%-38.3pp | 81.9%-51.0pp | 69.6%-38.7pp |
| Annual return | 31.80% | 24.19%+7.6pp | 151.07%-119.3pp | 31.71%+0.1pp |
| Employer contribution / active EE | $432 | $3,256-86.7% | $5,011-91.4% | $2,471-82.5% |
| Participant deferral / active EE | $1,505 | $3,236-53.5% | $5,202-71.1% | $3,740-59.8% |
| Admin fee / account holder | $348 | $6,751-94.8% | $13,984-97.5% | $5,306-93.4% |