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 | $12,904 | $111,754-88.5% | $103,333-87.5% | $145,922-91.2% |
| Participation rate | 37.5% | 77.9%-40.4pp | 74.5%-37.0pp | 80.3%-42.8pp |
| Annual return | 20.85% | 24.77%-3.9pp | 24.88%-4.0pp | 561.29%-540.4pp |
| Employer contribution / active EE | $1,286 | $4,212-69.5% | $3,868-66.8% | $4,660-72.4% |
| Participant deferral / active EE | $2,547 | $5,619-54.7% | $5,057-49.6% | $6,688-61.9% |
| Admin fee / account holder | $4,645 | $9,750-52.4% | $8,355-44.4% | $13,397-65.3% |