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 | $13,200 | $60,892-78.3% | $82,389-84.0% | $84,808-84.4% |
| Participation rate | 64.3% | 63.3%+1.0pp | 69.5%-5.3pp | 68.3%-4.0pp |
| Annual return | 17.83% | 37.29%-19.5pp | 28.67%-10.8pp | 40.90%-23.1pp |
| Employer contribution / active EE | $0 | $1,779-100.0% | $2,517-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,752 | $3,179-13.4% | $4,155-33.8% | $4,212-34.7% |
| Admin fee / account holder | $1,394 | $5,467-74.5% | $7,231-80.7% | $7,344-81.0% |