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 | $20,544 | $85,202-75.9% | $172,739-88.1% | $72,985-71.9% |
| Participation rate | 39.7% | 70.1%-30.4pp | 82.6%-43.0pp | 69.5%-29.8pp |
| Annual return | 22.48% | 27.32%-4.8pp | 802.84%-780.4pp | 81.00%-58.5pp |
| Employer contribution / active EE | $1,174 | $3,324-64.7% | $5,143-77.2% | $2,440-51.9% |
| Participant deferral / active EE | $1,344 | $3,260-58.8% | $5,198-74.1% | $3,607-62.7% |
| Admin fee / account holder | $1,859 | $5,884-68.4% | $13,954-86.7% | $5,124-63.7% |