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 8-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 | $37,169 | $78,422-52.6% | $95,952-61.3% | $79,858-53.5% |
| Participation rate | 68.1% | 73.5%-5.4pp | 77.1%-9.0pp | 69.6%-1.5pp |
| Annual return | 20.76% | 19.37%+1.4pp | 91.61%-70.9pp | 31.71%-11.0pp |
| Employer contribution / active EE | $4,664 | $1,945+139.8% | $2,541+83.6% | $2,471+88.8% |
| Participant deferral / active EE | $1,820 | $3,440-47.1% | $4,167-56.3% | $3,740-51.4% |
| Admin fee / account holder | $760 | $5,622-86.5% | $6,795-88.8% | $5,306-85.7% |