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 8-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 | $20,072 | $54,705-63.3% | $71,209-71.8% | $84,808-76.3% |
| Participation rate | 64.0% | 64.1%-0.1pp | 73.8%-9.8pp | 68.3%-4.3pp |
| Annual return | 18.39% | 35.90%-17.5pp | 282.51%-264.1pp | 40.90%-22.5pp |
| Employer contribution / active EE | $2,302 | $2,158+6.7% | $2,721-15.4% | $2,631-12.5% |
| Participant deferral / active EE | $3,771 | $3,030+24.4% | $4,175-9.7% | $4,212-10.5% |
| Admin fee / account holder | $867 | $4,863-82.2% | $5,349-83.8% | $7,344-88.2% |