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 3-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 | $20,212 | $50,982-60.4% | $154,803-86.9% | $85,563-76.4% |
| Participation rate | 14.7% | 59.8%-45.1pp | 78.1%-63.4pp | 66.0%-51.3pp |
| Annual return | 16.98% | 30.35%-13.4pp | 58.88%-41.9pp | 31.51%-14.5pp |
| Employer contribution / active EE | $298 | $1,708-82.5% | $4,305-93.1% | $2,654-88.8% |
| Participant deferral / active EE | $664 | $2,474-73.2% | $5,540-88.0% | $4,375-84.8% |
| Admin fee / account holder | $3,934 | $846+365.1% | $14,329-72.5% | $834+371.6% |