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 4-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 | $20,524 | $73,933-72.2% | $96,683-78.8% | $75,163-72.7% |
| Participation rate | 32.8% | 66.4%-33.6pp | 74.3%-41.5pp | 67.2%-34.4pp |
| Annual return | 23.94% | 26.70%-2.8pp | 35.69%-11.8pp | 160.62%-136.7pp |
| Employer contribution / active EE | $1,186 | $2,928-59.5% | $3,737-68.3% | $2,670-55.6% |
| Participant deferral / active EE | $2,375 | $3,659-35.1% | $4,878-51.3% | $4,125-42.4% |
| Admin fee / account holder | $1,569 | $5,216-69.9% | $6,730-76.7% | $5,651-72.2% |