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 7-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 | $23,317 | $124,281-81.2% | $109,143-78.6% | $167,490-86.1% |
| Participation rate | 64.7% | 79.4%-14.7pp | 75.9%-11.2pp | 82.1%-17.4pp |
| Annual return | 14.66% | 26.04%-11.4pp | 25.75%-11.1pp | 478.56%-463.9pp |
| Employer contribution / active EE | $1,304 | $4,207-69.0% | $3,722-65.0% | $4,837-73.1% |
| Participant deferral / active EE | $1,576 | $5,255-70.0% | $4,653-66.1% | $6,341-75.2% |
| Admin fee / account holder | $970 | $7,970-87.8% | $6,752-85.6% | $12,309-92.1% |