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 3-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 | $18,680 | $117,983-84.2% | $101,794-81.6% | $142,382-86.9% |
| Participation rate | 55.6% | 74.2%-18.7pp | 69.2%-13.6pp | 80.1%-24.6pp |
| Annual return | 17.84% | 36.92%-19.1pp | 30.53%-12.7pp | 217.08%-199.2pp |
| Employer contribution / active EE | $1,261 | $2,773-54.5% | $2,289-44.9% | $4,299-70.7% |
| Participant deferral / active EE | $3,310 | $4,714-29.8% | $4,084-19.0% | $6,507-49.1% |
| Admin fee / account holder | $2,096 | $10,433-79.9% | $8,777-76.1% | $12,624-83.4% |