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 | $23,164 | $215,361-89.2% | $171,082-86.5% | $273,961-91.5% |
| Participation rate | 57.9% | 82.0%-24.1pp | 76.7%-18.8pp | 83.0%-25.1pp |
| Annual return | 5.10% | 25.14%-20.0pp | 32.56%-27.5pp | 41.45%-36.4pp |
| Employer contribution / active EE | $693 | $4,967-86.0% | $4,002-82.7% | $4,869-85.8% |
| Participant deferral / active EE | $1,676 | $5,543-69.8% | $4,797-65.1% | $5,287-68.3% |
| Admin fee / account holder | $1,352 | $10,846-87.5% | $8,520-84.1% | $10,132-86.7% |