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 | $14,592 | $91,190-84.0% | $178,490-91.8% | $79,858-81.7% |
| Participation rate | 64.7% | 69.2%-4.5pp | 81.9%-17.2pp | 69.6%-4.9pp |
| Annual return | 18.46% | 24.19%-5.7pp | 151.07%-132.6pp | 31.71%-13.2pp |
| Employer contribution / active EE | $1,077 | $3,256-66.9% | $5,011-78.5% | $2,471-56.4% |
| Participant deferral / active EE | $2,380 | $3,236-26.5% | $5,202-54.3% | $3,740-36.4% |
| Admin fee / account holder | $3,221 | $6,751-52.3% | $13,984-77.0% | $5,306-39.3% |