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 | $20,657 | $80,717-74.4% | $154,803-86.7% | $84,808-75.6% |
| Participation rate | 68.8% | 66.8%+1.9pp | 78.1%-9.3pp | 68.3%+0.4pp |
| Annual return | 16.70% | 37.96%-21.3pp | 58.88%-42.2pp | 40.90%-24.2pp |
| Employer contribution / active EE | $1,334 | $2,761-51.7% | $4,305-69.0% | $2,631-49.3% |
| Participant deferral / active EE | $2,980 | $3,303-9.8% | $5,540-46.2% | $4,212-29.2% |
| Admin fee / account holder | $320 | $6,746-95.3% | $14,329-97.8% | $7,344-95.6% |