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 | $14,558 | $44,960-67.6% | $84,966-82.9% | $74,495-80.5% |
| Participation rate | 44.6% | 49.4%-4.7pp | 67.5%-22.9pp | 67.2%-22.6pp |
| Annual return | 13.73% | 26.24%-12.5pp | 66.38%-52.7pp | 1364.94%-1351.2pp |
| Employer contribution / active EE | $1,217 | $1,457-16.5% | $2,727-55.4% | $2,623-53.6% |
| Participant deferral / active EE | $2,034 | $2,731-25.5% | $4,519-55.0% | $4,346-53.2% |
| Admin fee / account holder | $2,939 | $2,209+33.1% | $6,149-52.2% | $1,942+51.4% |