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 | $10,869 | $56,317-80.7% | $71,209-84.7% | $74,304-85.4% |
| Participation rate | 48.5% | 55.1%-6.6pp | 73.8%-25.2pp | 60.3%-11.8pp |
| Annual return | 21.19% | 42.83%-21.6pp | 282.51%-261.3pp | 29.43%-8.2pp |
| Employer contribution / active EE | $1,056 | $2,160-51.1% | $2,721-61.2% | $2,241-52.9% |
| Participant deferral / active EE | $1,983 | $2,788-28.9% | $4,175-52.5% | $3,767-47.4% |
| Admin fee / account holder | $951 | $2,290-58.5% | $5,349-82.2% | $2,969-68.0% |