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 10-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 | $6,675 | $37,426-82.2% | $77,482-91.4% | $79,858-91.6% |
| Participation rate | 31.4% | 41.5%-10.1pp | 54.2%-22.8pp | 69.6%-38.2pp |
| Annual return | 16.78% | 39.70%-22.9pp | 54.79%-38.0pp | 31.71%-14.9pp |
| Employer contribution / active EE | $136 | $637-78.6% | $986-86.2% | $2,471-94.5% |
| Participant deferral / active EE | $348 | $1,260-72.4% | $1,861-81.3% | $3,740-90.7% |
| Admin fee / account holder | $331 | $2,504-86.8% | $2,858-88.4% | $5,306-93.8% |