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 | $15,095 | $58,208-74.1% | $81,812-81.5% | $80,856-81.3% |
| Participation rate | 52.5% | 63.4%-10.9pp | 72.3%-19.8pp | 67.6%-15.1pp |
| Annual return | 13.07% | 41.66%-28.6pp | 773.79%-760.7pp | 35.59%-22.5pp |
| Employer contribution / active EE | $807 | $2,340-65.5% | $2,912-72.3% | $2,755-70.7% |
| Participant deferral / active EE | $1,544 | $3,281-52.9% | $4,319-64.2% | $4,296-64.1% |
| Admin fee / account holder | $1,053 | $4,981-78.9% | $7,386-85.7% | $6,918-84.8% |