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 | $25,946 | $56,317-53.9% | $71,209-63.6% | $74,304-65.1% |
| Participation rate | 23.5% | 55.1%-31.6pp | 73.8%-50.3pp | 60.3%-36.9pp |
| Annual return | 21.49% | 42.83%-21.3pp | 282.51%-261.0pp | 29.43%-7.9pp |
| Employer contribution / active EE | $802 | $2,160-62.9% | $2,721-70.5% | $2,241-64.2% |
| Participant deferral / active EE | $1,509 | $2,788-45.9% | $4,175-63.9% | $3,767-60.0% |
| Admin fee / account holder | $1,515 | $2,290-33.8% | $5,349-71.7% | $2,969-49.0% |