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 | $18,790 | $80,717-76.7% | $154,803-87.9% | $84,808-77.8% |
| Participation rate | 50.9% | 66.8%-15.9pp | 78.1%-27.1pp | 68.3%-17.4pp |
| Annual return | 16.57% | 37.96%-21.4pp | 58.88%-42.3pp | 40.90%-24.3pp |
| Employer contribution / active EE | $1,181 | $2,761-57.2% | $4,305-72.6% | $2,631-55.1% |
| Participant deferral / active EE | $2,543 | $3,303-23.0% | $5,540-54.1% | $4,212-39.6% |
| Admin fee / account holder | $1,917 | $6,746-71.6% | $14,329-86.6% | $7,344-73.9% |