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 3-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 | $28,550 | $64,839-56.0% | $95,585-70.1% | $84,808-66.3% |
| Participation rate | 25.6% | 63.8%-38.2pp | 72.1%-46.5pp | 68.3%-42.7pp |
| Annual return | 19.77% | -670.96%+690.7pp | 38.56%-18.8pp | 40.90%-21.1pp |
| Employer contribution / active EE | $984 | $1,759-44.1% | $2,527-61.1% | $2,631-62.6% |
| Participant deferral / active EE | $1,861 | $2,965-37.2% | $4,023-53.7% | $4,212-55.8% |
| Admin fee / account holder | $309 | $5,964-94.8% | $6,127-95.0% | $7,344-95.8% |