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 | $13,677 | $107,452-87.3% | $91,541-85.1% | $142,382-90.4% |
| Participation rate | 45.5% | 75.1%-29.6pp | 69.8%-24.3pp | 80.1%-34.7pp |
| Annual return | 16.15% | 22.06%-5.9pp | 20.50%-4.4pp | 217.08%-200.9pp |
| Employer contribution / active EE | $689 | $2,994-77.0% | $2,505-72.5% | $4,299-84.0% |
| Participant deferral / active EE | $1,414 | $4,754-70.3% | $4,008-64.7% | $6,507-78.3% |
| Admin fee / account holder | $479 | $8,834-94.6% | $6,956-93.1% | $12,624-96.2% |