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 10-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 | $15,986 | $59,839-73.3% | $81,983-80.5% | $79,858-80.0% |
| Participation rate | 69.3% | 61.6%+7.7pp | 69.2%+0.1pp | 69.6%-0.3pp |
| Annual return | 19.35% | 17.56%+1.8pp | 41.31%-22.0pp | 31.71%-12.4pp |
| Employer contribution / active EE | $863 | $1,713-49.6% | $2,498-65.4% | $2,471-65.1% |
| Participant deferral / active EE | $2,566 | $2,695-4.8% | $3,722-31.0% | $3,740-31.4% |
| Admin fee / account holder | $1,070 | $4,287-75.0% | $5,664-81.1% | $5,306-79.8% |