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 | $21,905 | $81,248-73.0% | $155,509-85.9% | $80,856-72.9% |
| Participation rate | 48.2% | 66.2%-18.0pp | 78.2%-30.0pp | 67.6%-19.4pp |
| Annual return | 11.63% | 33.31%-21.7pp | 64.67%-53.0pp | 35.59%-24.0pp |
| Employer contribution / active EE | $811 | $3,100-73.8% | $4,672-82.6% | $2,755-70.5% |
| Participant deferral / active EE | $1,156 | $3,452-66.5% | $5,626-79.5% | $4,296-73.1% |
| Admin fee / account holder | $1,738 | $7,997-78.3% | $15,912-89.1% | $6,918-74.9% |