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 3-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 | $18,666 | $95,266-80.4% | $82,389-77.3% | $142,382-86.9% |
| Participation rate | 69.2% | 74.5%-5.2pp | 69.5%-0.3pp | 80.1%-10.9pp |
| Annual return | 21.57% | 25.74%-4.2pp | 28.67%-7.1pp | 217.08%-195.5pp |
| Employer contribution / active EE | $0 | $2,991-100.0% | $2,517-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $2,868 | $4,809-40.4% | $4,155-31.0% | $6,507-55.9% |
| Admin fee / account holder | $359 | $8,563-95.8% | $7,231-95.0% | $12,624-97.2% |