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 6-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 | $20,159 | $107,452-81.2% | $91,541-78.0% | $142,382-85.8% |
| Participation rate | 17.4% | 75.1%-57.7pp | 69.8%-52.4pp | 80.1%-62.7pp |
| Annual return | 19.52% | 22.06%-2.5pp | 20.50%-1.0pp | 217.08%-197.6pp |
| Employer contribution / active EE | $0 | $2,994-100.0% | $2,505-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,469 | $4,754-69.1% | $4,008-63.3% | $6,507-77.4% |
| Admin fee / account holder | $1,675 | $8,834-81.0% | $6,956-75.9% | $12,624-86.7% |