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 | $25,420 | $117,983-78.5% | $101,794-75.0% | $142,382-82.1% |
| Participation rate | 57.9% | 74.2%-16.3pp | 69.2%-11.3pp | 80.1%-22.2pp |
| Annual return | 16.98% | 36.92%-19.9pp | 30.53%-13.5pp | 217.08%-200.1pp |
| Employer contribution / active EE | $921 | $2,773-66.8% | $2,289-59.8% | $4,299-78.6% |
| Participant deferral / active EE | $3,902 | $4,714-17.2% | $4,084-4.5% | $6,507-40.0% |
| Admin fee / account holder | $1,165 | $10,433-88.8% | $8,777-86.7% | $12,624-90.8% |