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 | $13,572 | $99,918-86.4% | $81,382-83.3% | $145,922-90.7% |
| Participation rate | 33.3% | 74.2%-40.8pp | 69.5%-36.2pp | 80.3%-46.9pp |
| Annual return | 13.20% | 34.32%-21.1pp | 24.73%-11.5pp | 561.29%-548.1pp |
| Employer contribution / active EE | $408 | $2,978-86.3% | $2,463-83.4% | $4,660-91.2% |
| Participant deferral / active EE | $1,053 | $4,605-77.1% | $3,883-72.9% | $6,688-84.3% |
| Admin fee / account holder | $981 | $8,212-88.1% | $5,768-83.0% | $13,397-92.7% |