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 | $16,860 | $80,717-79.1% | $154,803-89.1% | $84,808-80.1% |
| Participation rate | 20.5% | 66.8%-46.4pp | 78.1%-57.6pp | 68.3%-47.9pp |
| Annual return | 19.56% | 37.96%-18.4pp | 58.88%-39.3pp | 40.90%-21.3pp |
| Employer contribution / active EE | $445 | $2,761-83.9% | $4,305-89.7% | $2,631-83.1% |
| Participant deferral / active EE | $1,207 | $3,303-63.5% | $5,540-78.2% | $4,212-71.4% |
| Admin fee / account holder | $3,345 | $6,746-50.4% | $14,329-76.7% | $7,344-54.4% |