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 5-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 | $16,641 | $54,705-69.6% | $71,209-76.6% | $84,808-80.4% |
| Participation rate | 41.7% | 64.1%-22.4pp | 73.8%-32.1pp | 68.3%-26.6pp |
| Annual return | 0.00% | 35.90%-35.9pp | 282.51%-282.5pp | 40.90%-40.9pp |
| Employer contribution / active EE | $378 | $2,158-82.5% | $2,721-86.1% | $2,631-85.6% |
| Participant deferral / active EE | $2,966 | $3,030-2.1% | $4,175-29.0% | $4,212-29.6% |
| Admin fee / account holder | $593 | $4,863-87.8% | $5,349-88.9% | $7,344-91.9% |