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 | $21,444 | $48,795-56.1% | $65,493-67.3% | $84,808-74.7% |
| Participation rate | 36.1% | 67.0%-30.9pp | 73.1%-37.0pp | 68.3%-32.2pp |
| Annual return | 18.95% | 20.20%-1.3pp | 982.45%-963.5pp | 40.90%-21.9pp |
| Employer contribution / active EE | $688 | $1,930-64.4% | $2,574-73.3% | $2,631-73.9% |
| Participant deferral / active EE | $1,193 | $2,928-59.3% | $3,961-69.9% | $4,212-71.7% |
| Admin fee / account holder | $3,320 | $3,877-14.4% | $5,028-34.0% | $7,344-54.8% |