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 4-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 | $41,353 | $50,982-18.9% | $154,803-73.3% | $85,563-51.7% |
| Participation rate | 23.9% | 59.8%-35.9pp | 78.1%-54.2pp | 66.0%-42.1pp |
| Annual return | 16.99% | 30.35%-13.4pp | 58.88%-41.9pp | 31.51%-14.5pp |
| Employer contribution / active EE | $501 | $1,708-70.7% | $4,305-88.4% | $2,654-81.1% |
| Participant deferral / active EE | $1,172 | $2,474-52.7% | $5,540-78.9% | $4,375-73.2% |
| Admin fee / account holder | $1,405 | $846+66.1% | $14,329-90.2% | $834+68.5% |