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 | $12,100 | $54,705-77.9% | $71,209-83.0% | $84,808-85.7% |
| Participation rate | 46.0% | 64.1%-18.1pp | 73.8%-27.8pp | 68.3%-22.3pp |
| Annual return | 16.78% | 35.90%-19.1pp | 282.51%-265.7pp | 40.90%-24.1pp |
| Employer contribution / active EE | $581 | $2,158-73.1% | $2,721-78.7% | $2,631-77.9% |
| Participant deferral / active EE | $920 | $3,030-69.6% | $4,175-78.0% | $4,212-78.2% |
| Admin fee / account holder | $2,709 | $4,863-44.3% | $5,349-49.4% | $7,344-63.1% |