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 | $22,992 | $54,705-58.0% | $71,209-67.7% | $84,808-72.9% |
| Participation rate | 15.3% | 64.1%-48.8pp | 73.8%-58.4pp | 68.3%-53.0pp |
| Annual return | 15.41% | 35.90%-20.5pp | 282.51%-267.1pp | 40.90%-25.5pp |
| Employer contribution / active EE | $635 | $2,158-70.6% | $2,721-76.7% | $2,631-75.9% |
| Participant deferral / active EE | $1,064 | $3,030-64.9% | $4,175-74.5% | $4,212-74.7% |
| Admin fee / account holder | $6,052 | $4,863+24.4% | $5,349+13.1% | $7,344-17.6% |