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 | $82,641 | $114,381-27.7% | $107,525-23.1% | $142,382-42.0% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.1%-25.1pp | 80.1%-30.1pp |
| Annual return | 14.41% | 242.71%-228.3pp | 181.32%-166.9pp | 217.08%-202.7pp |
| Employer contribution / active EE | $2,264 | $4,015-43.6% | $3,754-39.7% | $4,299-47.3% |
| Participant deferral / active EE | $9,003 | $5,564+61.8% | $5,116+76.0% | $6,507+38.4% |
| Admin fee / account holder | $4,792 | $9,860-51.4% | $8,919-46.3% | $12,624-62.0% |