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 | $14,068 | $49,915-71.8% | $154,803-90.9% | $74,304-81.1% |
| Participation rate | 38.9% | 54.0%-15.0pp | 78.1%-39.1pp | 60.3%-21.4pp |
| Annual return | 19.29% | 34.06%-14.8pp | 58.88%-39.6pp | 29.43%-10.1pp |
| Employer contribution / active EE | $732 | $1,611-54.6% | $4,305-83.0% | $2,241-67.3% |
| Participant deferral / active EE | $960 | $2,255-57.4% | $5,540-82.7% | $3,767-74.5% |
| Admin fee / account holder | $1,023 | $2,189-53.3% | $14,329-92.9% | $2,969-65.5% |