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 | $34,407 | $73,360-53.1% | $177,989-80.7% | $74,495-53.8% |
| Participation rate | 64.8% | 66.6%-1.9pp | 77.1%-12.3pp | 67.2%-2.4pp |
| Annual return | 12.69% | 17.49%-4.8pp | 294.48%-281.8pp | 1364.94%-1352.3pp |
| Employer contribution / active EE | $1,948 | $2,216-12.1% | $3,949-50.7% | $2,623-25.7% |
| Participant deferral / active EE | $3,059 | $4,513-32.2% | $6,276-51.3% | $4,346-29.6% |
| Admin fee / account holder | $1,167 | $1,808-35.5% | $10,363-88.7% | $1,942-39.9% |