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 | $19,952 | $58,208-65.7% | $81,812-75.6% | $80,856-75.3% |
| Participation rate | 44.3% | 63.4%-19.2pp | 72.3%-28.1pp | 67.6%-23.4pp |
| Annual return | 11.00% | 41.66%-30.7pp | 773.79%-762.8pp | 35.59%-24.6pp |
| Employer contribution / active EE | $1,240 | $2,340-47.0% | $2,912-57.4% | $2,755-55.0% |
| Participant deferral / active EE | $1,589 | $3,281-51.6% | $4,319-63.2% | $4,296-63.0% |
| Admin fee / account holder | $2,387 | $4,981-52.1% | $7,386-67.7% | $6,918-65.5% |