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 | $18,381 | $85,022-78.4% | $70,515-73.9% | $139,434-86.8% |
| Participation rate | 30.4% | 73.9%-43.5pp | 68.3%-37.9pp | 80.3%-49.9pp |
| Annual return | 71.87% | 30.38%+41.5pp | 32.77%+39.1pp | 372.94%-301.1pp |
| Employer contribution / active EE | $793 | $3,909-79.7% | $2,973-73.3% | $4,751-83.3% |
| Participant deferral / active EE | $3,304 | $5,890-43.9% | $4,567-27.6% | $6,710-50.8% |
| Admin fee / account holder | $926 | $8,906-89.6% | $6,412-85.6% | $11,403-91.9% |