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 6-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 | $20,910 | $48,795-57.1% | $65,493-68.1% | $84,808-75.3% |
| Participation rate | 34.0% | 67.0%-33.0pp | 73.1%-39.1pp | 68.3%-34.3pp |
| Annual return | 16.34% | 20.20%-3.9pp | 982.45%-966.1pp | 40.90%-24.6pp |
| Employer contribution / active EE | $602 | $1,930-68.8% | $2,574-76.6% | $2,631-77.1% |
| Participant deferral / active EE | $1,392 | $2,928-52.5% | $3,961-64.9% | $4,212-67.0% |
| Admin fee / account holder | $2,037 | $3,877-47.5% | $5,028-59.5% | $7,344-72.3% |