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 3-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 | $16,680 | $57,541-71.0% | $95,745-82.6% | $75,163-77.8% |
| Participation rate | 51.6% | 62.5%-10.9pp | 72.3%-20.7pp | 67.2%-15.6pp |
| Annual return | 27.65% | 34.93%-7.3pp | 28.35%-0.7pp | 160.62%-133.0pp |
| Employer contribution / active EE | $1,498 | $1,808-17.1% | $2,835-47.2% | $2,670-43.9% |
| Participant deferral / active EE | $2,636 | $3,074-14.2% | $4,245-37.9% | $4,125-36.1% |
| Admin fee / account holder | $390 | $4,099-90.5% | $5,678-93.1% | $5,651-93.1% |