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 | $13,113 | $49,915-73.7% | $154,803-91.5% | $74,304-82.4% |
| Participation rate | 41.7% | 54.0%-12.2pp | 78.1%-36.3pp | 60.3%-18.6pp |
| Annual return | 13.13% | 34.06%-20.9pp | 58.88%-45.8pp | 29.43%-16.3pp |
| Employer contribution / active EE | $520 | $1,611-67.7% | $4,305-87.9% | $2,241-76.8% |
| Participant deferral / active EE | $968 | $2,255-57.0% | $5,540-82.5% | $3,767-74.3% |
| Admin fee / account holder | $2,605 | $2,189+19.0% | $14,329-81.8% | $2,969-12.3% |