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 9-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 | $14,167 | $81,248-82.6% | $155,509-90.9% | $80,856-82.5% |
| Participation rate | 34.8% | 66.2%-31.4pp | 78.2%-43.4pp | 67.6%-32.9pp |
| Annual return | 12.73% | 33.31%-20.6pp | 64.67%-51.9pp | 35.59%-22.9pp |
| Employer contribution / active EE | $411 | $3,100-86.7% | $4,672-91.2% | $2,755-85.1% |
| Participant deferral / active EE | $909 | $3,452-73.7% | $5,626-83.8% | $4,296-78.8% |
| Admin fee / account holder | $812 | $7,997-89.8% | $15,912-94.9% | $6,918-88.3% |