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 | $12,234 | $48,750-74.9% | $88,946-86.2% | $74,304-83.5% |
| Participation rate | 40.5% | 44.5%-3.9pp | 68.8%-28.3pp | 60.3%-19.8pp |
| Annual return | 18.15% | 25.91%-7.8pp | 57.82%-39.7pp | 29.43%-11.3pp |
| Employer contribution / active EE | $753 | $1,255-40.0% | $2,555-70.5% | $2,241-66.4% |
| Participant deferral / active EE | $1,222 | $2,423-49.6% | $4,581-73.3% | $3,767-67.6% |
| Admin fee / account holder | $1,921 | $3,756-48.8% | $8,261-76.7% | $2,969-35.3% |