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 | $14,218 | $158,398-91.0% | $126,539-88.8% | $142,382-90.0% |
| Participation rate | 47.4% | 75.8%-28.4pp | 69.8%-22.4pp | 80.1%-32.8pp |
| Annual return | 14.38% | 593.76%-579.4pp | 425.95%-411.6pp | 217.08%-202.7pp |
| Employer contribution / active EE | $245 | $4,650-94.7% | $3,674-93.3% | $4,299-94.3% |
| Participant deferral / active EE | $1,499 | $4,767-68.6% | $4,083-63.3% | $6,507-77.0% |
| Admin fee / account holder | $2,879 | $6,918-58.4% | $6,065-52.5% | $12,624-77.2% |