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 | $15,942 | $49,915-68.1% | $154,803-89.7% | $74,304-78.5% |
| Participation rate | 19.6% | 54.0%-34.3pp | 78.1%-58.4pp | 60.3%-40.7pp |
| Annual return | 19.30% | 34.06%-14.8pp | 58.88%-39.6pp | 29.43%-10.1pp |
| Employer contribution / active EE | $397 | $1,611-75.3% | $4,305-90.8% | $2,241-82.3% |
| Participant deferral / active EE | $624 | $2,255-72.3% | $5,540-88.7% | $3,767-83.4% |
| Admin fee / account holder | $1,958 | $2,189-10.6% | $14,329-86.3% | $2,969-34.1% |