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 | $18,989 | $50,815-62.6% | $155,509-87.8% | $77,643-75.5% |
| Participation rate | 19.5% | 63.1%-43.6pp | 78.2%-58.7pp | 70.6%-51.1pp |
| Annual return | 27.26% | 34.80%-7.5pp | 64.67%-37.4pp | 31.24%-4.0pp |
| Employer contribution / active EE | $0 | $1,993-100.0% | $4,672-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $1,290 | $2,822-54.3% | $5,626-77.1% | $4,647-72.2% |
| Admin fee / account holder | $2,754 | $437+530.7% | $15,912-82.7% | $430+539.9% |