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 | $31,141 | $91,552-66.0% | $133,956-76.8% | $79,858-61.0% |
| Participation rate | 30.2% | 73.3%-43.1pp | 79.8%-49.6pp | 69.6%-39.4pp |
| Annual return | 21.16% | 61.85%-40.7pp | 45.09%-23.9pp | 31.71%-10.6pp |
| Employer contribution / active EE | $1,033 | $2,384-56.6% | $3,919-73.6% | $2,471-58.2% |
| Participant deferral / active EE | $2,412 | $3,733-35.4% | $5,048-52.2% | $3,740-35.5% |
| Admin fee / account holder | $377 | $6,321-94.0% | $8,927-95.8% | $5,306-92.9% |