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 | $35,018 | $77,314-54.7% | $177,989-80.3% | $80,856-56.7% |
| Participation rate | 38.7% | 65.7%-27.0pp | 77.1%-38.4pp | 67.6%-28.9pp |
| Annual return | 11.65% | 18.09%-6.4pp | 294.48%-282.8pp | 35.59%-23.9pp |
| Employer contribution / active EE | $1,140 | $2,292-50.3% | $3,949-71.1% | $2,755-58.6% |
| Participant deferral / active EE | $1,897 | $4,411-57.0% | $6,276-69.8% | $4,296-55.8% |
| Admin fee / account holder | $873 | $7,191-87.9% | $10,363-91.6% | $6,918-87.4% |