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 | $12,125 | $81,248-85.1% | $155,509-92.2% | $80,856-85.0% |
| Participation rate | 39.5% | 66.2%-26.8pp | 78.2%-38.7pp | 67.6%-28.2pp |
| Annual return | 31.58% | 33.31%-1.7pp | 64.67%-33.1pp | 35.59%-4.0pp |
| Employer contribution / active EE | $1,016 | $3,100-67.2% | $4,672-78.3% | $2,755-63.1% |
| Participant deferral / active EE | $1,448 | $3,452-58.0% | $5,626-74.3% | $4,296-66.3% |
| Admin fee / account holder | $549 | $7,997-93.1% | $15,912-96.5% | $6,918-92.1% |