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 8-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 | $14,604 | $81,248-82.0% | $155,509-90.6% | $80,856-81.9% |
| Participation rate | 38.9% | 66.2%-27.3pp | 78.2%-39.3pp | 67.6%-28.7pp |
| Annual return | 20.13% | 33.31%-13.2pp | 64.67%-44.5pp | 35.59%-15.5pp |
| Employer contribution / active EE | $1,052 | $3,100-66.1% | $4,672-77.5% | $2,755-61.8% |
| Participant deferral / active EE | $2,271 | $3,452-34.2% | $5,626-59.6% | $4,296-47.1% |
| Admin fee / account holder | $1,397 | $7,997-82.5% | $15,912-91.2% | $6,918-79.8% |