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 5-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 | $15,904 | $62,573-74.6% | $85,682-81.4% | $85,850-81.5% |
| Participation rate | 26.6% | 61.1%-34.6pp | 69.9%-43.3pp | 69.3%-42.7pp |
| Annual return | 0.00% | 23.77%-23.8pp | 21.49%-21.5pp | 318.53%-318.5pp |
| Employer contribution / active EE | $403 | $1,757-77.1% | $2,618-84.6% | $2,565-84.3% |
| Participant deferral / active EE | $1,417 | $2,802-49.4% | $3,923-63.9% | $3,952-64.1% |
| Admin fee / account holder | $430 | $4,640-90.7% | $6,873-93.7% | $6,260-93.1% |