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 | $13,818 | $51,576-73.2% | $129,207-89.3% | $80,856-82.9% |
| Participation rate | 45.5% | 57.0%-11.5pp | 69.6%-24.2pp | 67.6%-22.2pp |
| Annual return | 18.61% | 20.81%-2.2pp | 9417.33%-9398.7pp | 35.59%-17.0pp |
| Employer contribution / active EE | $2,024 | $1,584+27.8% | $4,153-51.3% | $2,755-26.5% |
| Participant deferral / active EE | $1,682 | $2,669-37.0% | $4,168-59.6% | $4,296-60.9% |
| Admin fee / account holder | $427 | $4,305-90.1% | $7,715-94.5% | $6,918-93.8% |