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 | $20,450 | $49,915-59.0% | $154,803-86.8% | $74,304-72.5% |
| Participation rate | 33.0% | 54.0%-21.0pp | 78.1%-45.1pp | 60.3%-27.3pp |
| Annual return | 22.03% | 34.06%-12.0pp | 58.88%-36.9pp | 29.43%-7.4pp |
| Employer contribution / active EE | $879 | $1,611-45.4% | $4,305-79.6% | $2,241-60.8% |
| Participant deferral / active EE | $1,857 | $2,255-17.6% | $5,540-66.5% | $3,767-50.7% |
| Admin fee / account holder | $1,152 | $2,189-47.4% | $14,329-92.0% | $2,969-61.2% |