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 | $20,811 | $65,365-68.2% | $92,893-77.6% | $72,985-71.5% |
| Participation rate | 52.0% | 68.3%-16.3pp | 76.0%-24.0pp | 69.5%-17.5pp |
| Annual return | 32.25% | 42.10%-9.9pp | 109.41%-77.2pp | 81.00%-48.8pp |
| Employer contribution / active EE | $1,377 | $2,594-46.9% | $3,653-62.3% | $2,440-43.5% |
| Participant deferral / active EE | $3,166 | $3,128+1.2% | $4,236-25.3% | $3,607-12.2% |
| Admin fee / account holder | $301 | $4,251-92.9% | $5,794-94.8% | $5,124-94.1% |