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 | $24,611 | $57,541-57.2% | $95,745-74.3% | $75,163-67.3% |
| Participation rate | 36.4% | 62.5%-26.1pp | 72.3%-35.9pp | 67.2%-30.8pp |
| Annual return | 18.58% | 34.93%-16.4pp | 28.35%-9.8pp | 160.62%-142.0pp |
| Employer contribution / active EE | $0 | $1,808-100.0% | $2,835-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,600 | $3,074-15.4% | $4,245-38.7% | $4,125-37.0% |
| Admin fee / account holder | $903 | $4,099-78.0% | $5,678-84.1% | $5,651-84.0% |