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 | $24,613 | $91,190-73.0% | $178,490-86.2% | $79,858-69.2% |
| Participation rate | 59.4% | 69.2%-9.8pp | 81.9%-22.5pp | 69.6%-10.3pp |
| Annual return | 17.66% | 24.19%-6.5pp | 151.07%-133.4pp | 31.71%-14.1pp |
| Employer contribution / active EE | $1,599 | $3,256-50.9% | $5,011-68.1% | $2,471-35.3% |
| Participant deferral / active EE | $3,300 | $3,236+2.0% | $5,202-36.6% | $3,740-11.8% |
| Admin fee / account holder | $893 | $6,751-86.8% | $13,984-93.6% | $5,306-83.2% |