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 5-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 | $25,222 | $44,960-43.9% | $84,966-70.3% | $74,495-66.1% |
| Participation rate | 33.1% | 49.4%-16.3pp | 67.5%-34.4pp | 67.2%-34.1pp |
| Annual return | 18.58% | 26.24%-7.7pp | 66.38%-47.8pp | 1364.94%-1346.4pp |
| Employer contribution / active EE | $814 | $1,457-44.2% | $2,727-70.2% | $2,623-69.0% |
| Participant deferral / active EE | $1,890 | $2,731-30.8% | $4,519-58.2% | $4,346-56.5% |
| Admin fee / account holder | $1,014 | $2,209-54.1% | $6,149-83.5% | $1,942-47.8% |