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 | $31,259 | $158,398-80.3% | $126,539-75.3% | $142,382-78.0% |
| Participation rate | 50.0% | 75.8%-25.8pp | 69.8%-19.8pp | 80.1%-30.1pp |
| Annual return | 20.80% | 593.76%-573.0pp | 425.95%-405.1pp | 217.08%-196.3pp |
| Employer contribution / active EE | $1,591 | $4,650-65.8% | $3,674-56.7% | $4,299-63.0% |
| Participant deferral / active EE | $2,174 | $4,767-54.4% | $4,083-46.8% | $6,507-66.6% |
| Admin fee / account holder | $333 | $6,918-95.2% | $6,065-94.5% | $12,624-97.4% |