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 6-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 | $17,564 | $80,717-78.2% | $154,803-88.7% | $84,808-79.3% |
| Participation rate | 35.4% | 66.8%-31.4pp | 78.1%-42.7pp | 68.3%-32.9pp |
| Annual return | 19.05% | 37.96%-18.9pp | 58.88%-39.8pp | 40.90%-21.9pp |
| Employer contribution / active EE | $981 | $2,761-64.5% | $4,305-77.2% | $2,631-62.7% |
| Participant deferral / active EE | $1,814 | $3,303-45.1% | $5,540-67.3% | $4,212-56.9% |
| Admin fee / account holder | $1,549 | $6,746-77.0% | $14,329-89.2% | $7,344-78.9% |