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 | $23,434 | $56,053-58.2% | $75,972-69.2% | $80,856-71.0% |
| Participation rate | 41.4% | 62.0%-20.7pp | 69.1%-27.7pp | 67.6%-26.3pp |
| Annual return | 17.57% | 20.53%-3.0pp | 359.55%-342.0pp | 35.59%-18.0pp |
| Employer contribution / active EE | $1,269 | $1,874-32.3% | $2,685-52.7% | $2,755-53.9% |
| Participant deferral / active EE | $2,219 | $3,052-27.3% | $4,255-47.8% | $4,296-48.3% |
| Admin fee / account holder | $966 | $5,234-81.6% | $6,467-85.1% | $6,918-86.0% |