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 | $19,531 | $91,190-78.6% | $178,490-89.1% | $79,858-75.5% |
| Participation rate | 49.4% | 69.2%-19.8pp | 81.9%-32.6pp | 69.6%-20.3pp |
| Annual return | 18.34% | 24.19%-5.8pp | 151.07%-132.7pp | 31.71%-13.4pp |
| Employer contribution / active EE | $504 | $3,256-84.5% | $5,011-90.0% | $2,471-79.6% |
| Participant deferral / active EE | $2,341 | $3,236-27.7% | $5,202-55.0% | $3,740-37.4% |
| Admin fee / account holder | $368 | $6,751-94.6% | $13,984-97.4% | $5,306-93.1% |