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 7-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 | $27,171 | $72,012-62.3% | $185,823-85.4% | $79,858-66.0% |
| Participation rate | 22.1% | 65.8%-43.7pp | 78.0%-56.0pp | 69.6%-47.6pp |
| Annual return | 26.37% | 23.12%+3.3pp | 35.95%-9.6pp | 31.71%-5.3pp |
| Employer contribution / active EE | $581 | $1,965-70.5% | $4,087-85.8% | $2,471-76.5% |
| Participant deferral / active EE | $1,300 | $3,779-65.6% | $5,632-76.9% | $3,740-65.2% |
| Admin fee / account holder | $956 | $4,513-78.8% | $9,500-89.9% | $5,306-82.0% |