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 | $19,265 | $74,888-74.3% | $71,209-72.9% | $142,382-86.5% |
| Participation rate | 33.3% | 76.2%-42.9pp | 73.8%-40.4pp | 80.1%-46.8pp |
| Annual return | 16.92% | 345.14%-328.2pp | 282.51%-265.6pp | 217.08%-200.2pp |
| Employer contribution / active EE | $937 | $2,854-67.2% | $2,721-65.6% | $4,299-78.2% |
| Participant deferral / active EE | $1,913 | $4,454-57.1% | $4,175-54.2% | $6,507-70.6% |
| Admin fee / account holder | $2,923 | $5,568-47.5% | $5,349-45.4% | $12,624-76.8% |