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 8-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 | $45,160 | $49,922-9.5% | $80,569-43.9% | $75,163-39.9% |
| Participation rate | 18.6% | 55.3%-36.7pp | 67.0%-48.4pp | 67.2%-48.5pp |
| Annual return | 18.80% | 34.69%-15.9pp | 935.43%-916.6pp | 160.62%-141.8pp |
| Employer contribution / active EE | $564 | $1,698-66.8% | $2,723-79.3% | $2,670-78.9% |
| Participant deferral / active EE | $1,615 | $2,990-46.0% | $4,447-63.7% | $4,125-60.9% |
| Admin fee / account holder | $2,293 | $3,577-35.9% | $5,377-57.3% | $5,651-59.4% |