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 | $23,776 | $61,272-61.2% | $149,673-84.1% | $71,457-66.7% |
| Participation rate | 32.4% | 62.5%-30.1pp | 78.8%-46.4pp | 67.9%-35.5pp |
| Annual return | 21.73% | 35.85%-14.1pp | 134.42%-112.7pp | 28.85%-7.1pp |
| Employer contribution / active EE | $884 | $2,378-62.8% | $4,818-81.7% | $2,588-65.8% |
| Participant deferral / active EE | $1,562 | $2,917-46.4% | $5,680-72.5% | $4,289-63.6% |
| Admin fee / account holder | $563 | $1,261-55.4% | $13,210-95.7% | $1,587-64.5% |