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 9-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 | $17,269 | $57,016-69.7% | $84,966-79.7% | $80,856-78.6% |
| Participation rate | 67.7% | 56.3%+11.4pp | 67.5%+0.2pp | 67.6%+0.1pp |
| Annual return | 18.28% | 21.66%-3.4pp | 66.38%-48.1pp | 35.59%-17.3pp |
| Employer contribution / active EE | $668 | $1,798-62.8% | $2,727-75.5% | $2,755-75.7% |
| Participant deferral / active EE | $2,328 | $3,110-25.1% | $4,519-48.5% | $4,296-45.8% |
| Admin fee / account holder | $1,026 | $4,980-79.4% | $6,149-83.3% | $6,918-85.2% |