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 | $19,193 | $54,705-64.9% | $71,209-73.0% | $84,808-77.4% |
| Participation rate | 37.5% | 64.1%-26.6pp | 73.8%-36.3pp | 68.3%-30.8pp |
| Annual return | 15.33% | 35.90%-20.6pp | 282.51%-267.2pp | 40.90%-25.6pp |
| Employer contribution / active EE | $983 | $2,158-54.5% | $2,721-63.9% | $2,631-62.7% |
| Participant deferral / active EE | $2,183 | $3,030-28.0% | $4,175-47.7% | $4,212-48.2% |
| Admin fee / account holder | $9,011 | $4,863+85.3% | $5,349+68.5% | $7,344+22.7% |