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 | $22,494 | $61,156-63.2% | $185,823-87.9% | $79,386-71.7% |
| Participation rate | 45.9% | 66.6%-20.7pp | 81.7%-35.8pp | 70.7%-24.8pp |
| Annual return | 0.00% | 19.45%-19.4pp | 122.05%-122.1pp | 116.85%-116.9pp |
| Employer contribution / active EE | $982 | $2,321-57.7% | $5,167-81.0% | $2,427-59.5% |
| Participant deferral / active EE | $2,051 | $2,789-26.5% | $5,568-63.2% | $4,046-49.3% |
| Admin fee / account holder | $316 | $710-55.4% | $16,237-98.1% | $626-49.5% |