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 | $19,303 | $117,983-83.6% | $101,794-81.0% | $142,382-86.4% |
| Participation rate | 60.9% | 74.2%-13.4pp | 69.2%-8.3pp | 80.1%-19.3pp |
| Annual return | 22.01% | 36.92%-14.9pp | 30.53%-8.5pp | 217.08%-195.1pp |
| Employer contribution / active EE | $0 | $2,773-100.0% | $2,289-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $4,034 | $4,714-14.4% | $4,084-1.2% | $6,507-38.0% |
| Admin fee / account holder | $462 | $10,433-95.6% | $8,777-94.7% | $12,624-96.3% |