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 9-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 | $16,737 | $52,279-68.0% | $89,391-81.3% | $79,858-79.0% |
| Participation rate | 55.0% | 57.5%-2.5pp | 68.0%-13.0pp | 69.6%-14.6pp |
| Annual return | 19.00% | 22.16%-3.2pp | 245.62%-226.6pp | 31.71%-12.7pp |
| Employer contribution / active EE | $969 | $1,572-38.3% | $2,586-62.5% | $2,471-60.8% |
| Participant deferral / active EE | $2,048 | $2,740-25.3% | $3,890-47.4% | $3,740-45.2% |
| Admin fee / account holder | $508 | $3,356-84.9% | $4,881-89.6% | $5,306-90.4% |