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 | $11,147 | $54,705-79.6% | $71,209-84.3% | $84,808-86.9% |
| Participation rate | 30.5% | 64.1%-33.6pp | 73.8%-43.2pp | 68.3%-37.8pp |
| Annual return | 19.97% | 35.90%-15.9pp | 282.51%-262.5pp | 40.90%-20.9pp |
| Employer contribution / active EE | $645 | $2,158-70.1% | $2,721-76.3% | $2,631-75.5% |
| Participant deferral / active EE | $1,211 | $3,030-60.1% | $4,175-71.0% | $4,212-71.3% |
| Admin fee / account holder | $982 | $4,863-79.8% | $5,349-81.6% | $7,344-86.6% |