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 9-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 | $18,283 | $65,395-72.0% | $182,532-90.0% | $72,985-75.0% |
| Participation rate | 36.2% | 65.4%-29.2pp | 78.0%-41.8pp | 69.5%-33.3pp |
| Annual return | 28.44% | 27.68%+0.8pp | 148.54%-120.1pp | 81.00%-52.6pp |
| Employer contribution / active EE | $1,211 | $1,911-36.7% | $4,076-70.3% | $2,440-50.4% |
| Participant deferral / active EE | $1,986 | $3,563-44.3% | $5,524-64.1% | $3,607-45.0% |
| Admin fee / account holder | $3,661 | $4,245-13.8% | $8,592-57.4% | $5,124-28.6% |