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 | $18,804 | $91,190-79.4% | $178,490-89.5% | $79,858-76.5% |
| Participation rate | 13.5% | 69.2%-55.7pp | 81.9%-68.4pp | 69.6%-56.1pp |
| Annual return | 16.38% | 24.19%-7.8pp | 151.07%-134.7pp | 31.71%-15.3pp |
| Employer contribution / active EE | $2,422 | $3,256-25.6% | $5,011-51.7% | $2,471-2.0% |
| Participant deferral / active EE | $926 | $3,236-71.4% | $5,202-82.2% | $3,740-75.2% |
| Admin fee / account holder | $431 | $6,751-93.6% | $13,984-96.9% | $5,306-91.9% |