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 | $10,638 | $95,266-88.8% | $82,389-87.1% | $142,382-92.5% |
| Participation rate | 58.3% | 74.5%-16.1pp | 69.5%-11.2pp | 80.1%-21.8pp |
| Annual return | 17.94% | 25.74%-7.8pp | 28.67%-10.7pp | 217.08%-199.1pp |
| Employer contribution / active EE | $749 | $2,991-75.0% | $2,517-70.2% | $4,299-82.6% |
| Participant deferral / active EE | $1,088 | $4,809-77.4% | $4,155-73.8% | $6,507-83.3% |
| Admin fee / account holder | $2,440 | $8,563-71.5% | $7,231-66.3% | $12,624-80.7% |