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 | $33,958 | $100,923-66.4% | $150,045-77.4% | $74,304-54.3% |
| Participation rate | 60.2% | 70.1%-9.9pp | 82.3%-22.2pp | 60.3%-0.2pp |
| Annual return | 18.94% | 51.77%-32.8pp | 62.55%-43.6pp | 29.43%-10.5pp |
| Employer contribution / active EE | $2,002 | $3,463-42.2% | $4,693-57.3% | $2,241-10.7% |
| Participant deferral / active EE | $4,817 | $6,709-28.2% | $7,997-39.8% | $3,767+27.9% |
| Admin fee / account holder | $5,550 | $2,767+100.6% | $13,435-58.7% | $2,969+86.9% |