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 | $20,368 | $106,515-80.9% | $96,683-78.9% | $139,434-85.4% |
| Participation rate | 62.5% | 77.8%-15.3pp | 74.3%-11.8pp | 80.3%-17.8pp |
| Annual return | 18.23% | 38.43%-20.2pp | 35.69%-17.5pp | 372.94%-354.7pp |
| Employer contribution / active EE | $879 | $4,103-78.6% | $3,737-76.5% | $4,751-81.5% |
| Participant deferral / active EE | $3,187 | $5,454-41.6% | $4,878-34.7% | $6,710-52.5% |
| Admin fee / account holder | $389 | $7,877-95.1% | $6,730-94.2% | $11,403-96.6% |