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 | $12,186 | $77,899-84.4% | $149,673-91.9% | $75,163-83.8% |
| Participation rate | 43.1% | 65.6%-22.4pp | 78.8%-35.6pp | 67.2%-24.1pp |
| Annual return | 24.16% | 31.72%-7.6pp | 134.42%-110.3pp | 160.62%-136.5pp |
| Employer contribution / active EE | $973 | $3,137-69.0% | $4,818-79.8% | $2,670-63.6% |
| Participant deferral / active EE | $1,417 | $3,411-58.5% | $5,680-75.1% | $4,125-65.7% |
| Admin fee / account holder | $685 | $5,956-88.5% | $13,210-94.8% | $5,651-87.9% |