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 | $15,514 | $49,915-68.9% | $154,803-90.0% | $74,304-79.1% |
| Participation rate | 37.3% | 54.0%-16.7pp | 78.1%-40.8pp | 60.3%-23.1pp |
| Annual return | 16.70% | 34.06%-17.4pp | 58.88%-42.2pp | 29.43%-12.7pp |
| Employer contribution / active EE | $1,433 | $1,611-11.0% | $4,305-66.7% | $2,241-36.0% |
| Participant deferral / active EE | $1,297 | $2,255-42.5% | $5,540-76.6% | $3,767-65.6% |
| Admin fee / account holder | $4,870 | $2,189+122.5% | $14,329-66.0% | $2,969+64.0% |