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 4-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 | $15,717 | $80,717-80.5% | $154,803-89.8% | $84,808-81.5% |
| Participation rate | 65.8% | 66.8%-1.0pp | 78.1%-12.3pp | 68.3%-2.5pp |
| Annual return | 20.72% | 37.96%-17.2pp | 58.88%-38.2pp | 40.90%-20.2pp |
| Employer contribution / active EE | $1,201 | $2,761-56.5% | $4,305-72.1% | $2,631-54.4% |
| Participant deferral / active EE | $1,560 | $3,303-52.8% | $5,540-71.8% | $4,212-63.0% |
| Admin fee / account holder | $487 | $6,746-92.8% | $14,329-96.6% | $7,344-93.4% |