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 | $19,803 | $117,841-83.2% | $102,423-80.7% | $145,922-86.4% |
| Participation rate | 57.1% | 78.6%-21.4pp | 76.5%-19.3pp | 80.3%-23.1pp |
| Annual return | 8.68% | 31.65%-23.0pp | 29.32%-20.6pp | 561.29%-552.6pp |
| Employer contribution / active EE | $1,032 | $3,615-71.4% | $3,023-65.9% | $4,660-77.9% |
| Participant deferral / active EE | $2,119 | $5,731-63.0% | $5,053-58.1% | $6,688-68.3% |
| Admin fee / account holder | $306 | $13,326-97.7% | $9,451-96.8% | $13,397-97.7% |