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 | $12,284 | $71,829-82.9% | $69,780-82.4% | $142,382-91.4% |
| Participation rate | 55.6% | 81.6%-26.0pp | 79.3%-23.7pp | 80.1%-24.6pp |
| Annual return | 16.76% | 31.01%-14.2pp | 26.31%-9.5pp | 217.08%-200.3pp |
| Employer contribution / active EE | $25 | $4,385-99.4% | $4,168-99.4% | $4,299-99.4% |
| Participant deferral / active EE | $1,148 | $6,819-83.2% | $6,164-81.4% | $6,507-82.4% |
| Admin fee / account holder | $4,993 | $7,818-36.1% | $7,285-31.5% | $12,624-60.4% |