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 | $37,438 | $87,013-57.0% | $106,213-64.8% | $80,856-53.7% |
| Participation rate | 44.9% | 70.4%-25.5pp | 75.3%-30.4pp | 67.6%-22.7pp |
| Annual return | 11.85% | 17.05%-5.2pp | 116.14%-104.3pp | 35.59%-23.7pp |
| Employer contribution / active EE | $0 | $2,395-100.0% | $3,171-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,285 | $3,986-42.7% | $5,016-54.5% | $4,296-46.8% |
| Admin fee / account holder | $536 | $8,431-93.6% | $11,033-95.1% | $6,918-92.3% |