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 | $40,328 | $65,561-38.5% | $86,188-53.2% | $75,163-46.3% |
| Participation rate | 52.1% | 60.5%-8.4pp | 69.0%-16.9pp | 67.2%-15.1pp |
| Annual return | 18.04% | 46.05%-28.0pp | 1168.45%-1150.4pp | 160.62%-142.6pp |
| Employer contribution / active EE | $1,830 | $1,553+17.8% | $2,380-23.1% | $2,670-31.5% |
| Participant deferral / active EE | $3,950 | $3,024+30.6% | $3,985-0.9% | $4,125-4.2% |
| Admin fee / account holder | $3,204 | $5,474-41.5% | $6,852-53.2% | $5,651-43.3% |