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 | $10,646 | $60,892-82.5% | $82,389-87.1% | $84,808-87.4% |
| Participation rate | 48.6% | 63.3%-14.6pp | 69.5%-20.9pp | 68.3%-19.7pp |
| Annual return | 15.47% | 37.29%-21.8pp | 28.67%-13.2pp | 40.90%-25.4pp |
| Employer contribution / active EE | $1,055 | $1,779-40.7% | $2,517-58.1% | $2,631-59.9% |
| Participant deferral / active EE | $1,591 | $3,179-49.9% | $4,155-61.7% | $4,212-62.2% |
| Admin fee / account holder | $1,962 | $5,467-64.1% | $7,231-72.9% | $7,344-73.3% |