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 | $16,330 | $60,892-73.2% | $82,389-80.2% | $84,808-80.7% |
| Participation rate | 33.3% | 63.3%-29.9pp | 69.5%-36.2pp | 68.3%-35.0pp |
| Annual return | 21.07% | 37.29%-16.2pp | 28.67%-7.6pp | 40.90%-19.8pp |
| Employer contribution / active EE | $524 | $1,779-70.6% | $2,517-79.2% | $2,631-80.1% |
| Participant deferral / active EE | $1,231 | $3,179-61.3% | $4,155-70.4% | $4,212-70.8% |
| Admin fee / account holder | $830 | $5,467-84.8% | $7,231-88.5% | $7,344-88.7% |