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 9-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 | $28,915 | $81,208-64.4% | $98,907-70.8% | $79,858-63.8% |
| Participation rate | 59.0% | 72.5%-13.5pp | 76.0%-17.0pp | 69.6%-10.7pp |
| Annual return | 17.43% | 60.99%-43.6pp | 196.43%-179.0pp | 31.71%-14.3pp |
| Employer contribution / active EE | $660 | $1,960-66.3% | $2,689-75.4% | $2,471-73.3% |
| Participant deferral / active EE | $3,722 | $3,265+14.0% | $4,244-12.3% | $3,740-0.5% |
| Admin fee / account holder | $1,084 | $6,013-82.0% | $6,642-83.7% | $5,306-79.6% |