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 | $20,741 | $27,839-25.5% | $58,482-64.5% | $71,457-71.0% |
| Participation rate | 21.6% | 34.5%-13.0pp | 50.9%-29.3pp | 67.9%-46.4pp |
| Annual return | 18.89% | 26.81%-7.9pp | 4239.32%-4220.4pp | 28.85%-10.0pp |
| Employer contribution / active EE | $643 | $631+2.0% | $1,053-38.9% | $2,588-75.1% |
| Participant deferral / active EE | $1,020 | $1,206-15.5% | $1,924-47.0% | $4,289-76.2% |
| Admin fee / account holder | $2,148 | $1,641+30.9% | $2,516-14.6% | $1,587+35.3% |