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 8-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 | $24,736 | $165,335-85.0% | $149,696-83.5% | $158,922-84.4% |
| Participation rate | 46.7% | 84.6%-37.9pp | 82.5%-35.8pp | 82.0%-35.3pp |
| Annual return | 20.03% | 348.15%-328.1pp | 276.60%-256.6pp | 302.83%-282.8pp |
| Employer contribution / active EE | $1,030 | $5,103-79.8% | $4,644-77.8% | $4,761-78.4% |
| Participant deferral / active EE | $3,710 | $7,181-48.3% | $6,842-45.8% | $5,982-38.0% |
| Admin fee / account holder | $352 | $10,807-96.7% | $9,309-96.2% | $11,246-96.9% |