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 | $17,176 | $91,190-81.2% | $178,490-90.4% | $79,858-78.5% |
| Participation rate | 34.0% | 69.2%-35.2pp | 81.9%-48.0pp | 69.6%-35.7pp |
| Annual return | 26.02% | 24.19%+1.8pp | 151.07%-125.1pp | 31.71%-5.7pp |
| Employer contribution / active EE | $539 | $3,256-83.5% | $5,011-89.2% | $2,471-78.2% |
| Participant deferral / active EE | $1,932 | $3,236-40.3% | $5,202-62.8% | $3,740-48.3% |
| Admin fee / account holder | $427 | $6,751-93.7% | $13,984-96.9% | $5,306-91.9% |