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 | $28,893 | $46,869-38.4% | $122,332-76.4% | $70,131-58.8% |
| Participation rate | 31.6% | 58.2%-26.6pp | 71.6%-40.1pp | 69.5%-38.0pp |
| Annual return | 21.07% | 24.22%-3.1pp | 30.27%-9.2pp | 73.14%-52.1pp |
| Employer contribution / active EE | $824 | $1,288-36.0% | $4,050-79.7% | $2,342-64.8% |
| Participant deferral / active EE | $1,439 | $2,166-33.6% | $3,287-56.2% | $3,332-56.8% |
| Admin fee / account holder | $814 | $3,322-75.5% | $5,478-85.1% | $4,645-82.5% |