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 | $11,186 | $104,974-89.3% | $95,585-88.3% | $142,382-92.1% |
| Participation rate | 33.3% | 75.0%-41.6pp | 72.1%-38.7pp | 80.1%-46.8pp |
| Annual return | 26.94% | 210.33%-183.4pp | 38.56%-11.6pp | 217.08%-190.1pp |
| Employer contribution / active EE | $581 | $2,779-79.1% | $2,527-77.0% | $4,299-86.5% |
| Participant deferral / active EE | $751 | $4,352-82.8% | $4,023-81.3% | $6,507-88.5% |
| Admin fee / account holder | $800 | $6,386-87.5% | $6,127-86.9% | $12,624-93.7% |