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 | $21,882 | $58,512-62.6% | $84,015-74.0% | $72,985-70.0% |
| Participation rate | 45.9% | 61.2%-15.3pp | 69.0%-23.1pp | 69.5%-23.5pp |
| Annual return | 26.74% | 28.93%-2.2pp | 71.31%-44.6pp | 81.00%-54.3pp |
| Employer contribution / active EE | $1,677 | $1,163+44.2% | $1,983-15.4% | $2,440-31.3% |
| Participant deferral / active EE | $3,519 | $2,394+47.0% | $3,239+8.7% | $3,607-2.5% |
| Admin fee / account holder | $1,455 | $4,569-68.2% | $6,101-76.2% | $5,124-71.6% |