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 9-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 | $18,192 | $49,227-63.0% | $70,449-74.2% | $79,858-77.2% |
| Participation rate | 42.3% | 69.2%-26.9pp | 75.1%-32.7pp | 69.6%-27.3pp |
| Annual return | 15.66% | 30.06%-14.4pp | 109.03%-93.4pp | 31.71%-16.1pp |
| Employer contribution / active EE | $467 | $2,099-77.8% | $2,737-83.0% | $2,471-81.1% |
| Participant deferral / active EE | $1,566 | $2,768-43.4% | $3,709-57.8% | $3,740-58.1% |
| Admin fee / account holder | $542 | $2,878-81.2% | $3,845-85.9% | $5,306-89.8% |