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 6-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 | $26,776 | $93,571-71.4% | $135,903-80.3% | $75,163-64.4% |
| Participation rate | 69.0% | 75.2%-6.1pp | 81.9%-12.9pp | 67.2%+1.9pp |
| Annual return | 19.00% | 30.90%-11.9pp | 68.23%-49.2pp | 160.62%-141.6pp |
| Employer contribution / active EE | $1,484 | $3,537-58.0% | $4,856-69.4% | $2,670-44.4% |
| Participant deferral / active EE | $2,719 | $6,404-57.5% | $7,758-65.0% | $4,125-34.1% |
| Admin fee / account holder | $555 | $6,975-92.0% | $10,762-94.8% | $5,651-90.2% |