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 6-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 | $22,975 | $54,705-58.0% | $71,209-67.7% | $84,808-72.9% |
| Participation rate | 48.0% | 64.1%-16.1pp | 73.8%-25.8pp | 68.3%-20.3pp |
| Annual return | 13.53% | 35.90%-22.4pp | 282.51%-269.0pp | 40.90%-27.4pp |
| Employer contribution / active EE | $433 | $2,158-79.9% | $2,721-84.1% | $2,631-83.5% |
| Participant deferral / active EE | $929 | $3,030-69.3% | $4,175-77.7% | $4,212-77.9% |
| Admin fee / account holder | $537 | $4,863-89.0% | $5,349-90.0% | $7,344-92.7% |