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 | $20,963 | $56,053-62.6% | $75,972-72.4% | $80,856-74.1% |
| Participation rate | 39.3% | 62.0%-22.7pp | 69.1%-29.8pp | 67.6%-28.4pp |
| Annual return | 17.60% | 20.53%-2.9pp | 359.55%-341.9pp | 35.59%-18.0pp |
| Employer contribution / active EE | $1,653 | $1,874-11.8% | $2,685-38.4% | $2,755-40.0% |
| Participant deferral / active EE | $2,815 | $3,052-7.8% | $4,255-33.9% | $4,296-34.5% |
| Admin fee / account holder | $2,194 | $5,234-58.1% | $6,467-66.1% | $6,918-68.3% |