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 8-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 | $16,991 | $96,484-82.4% | $75,886-77.6% | $152,861-88.9% |
| Participation rate | 46.7% | 76.2%-29.5pp | 69.3%-22.6pp | 82.4%-35.8pp |
| Annual return | 30.08% | 33.98%-3.9pp | 30.76%-0.7pp | 345.32%-315.2pp |
| Employer contribution / active EE | $1,158 | $3,309-65.0% | $2,500-53.7% | $4,762-75.7% |
| Participant deferral / active EE | $3,347 | $4,553-26.5% | $3,603-7.1% | $5,850-42.8% |
| Admin fee / account holder | $1,051 | $8,078-87.0% | $5,418-80.6% | $11,596-90.9% |