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 | $20,368 | $148,534-86.3% | $135,903-85.0% | $139,434-85.4% |
| Participation rate | 68.4% | 83.9%-15.4pp | 81.9%-13.5pp | 80.3%-11.9pp |
| Annual return | 29.15% | 79.19%-50.0pp | 68.23%-39.1pp | 372.94%-343.8pp |
| Employer contribution / active EE | $5,839 | $5,243+11.4% | $4,856+20.2% | $4,751+22.9% |
| Participant deferral / active EE | $5,445 | $8,100-32.8% | $7,758-29.8% | $6,710-18.9% |
| Admin fee / account holder | $1,387 | $12,400-88.8% | $10,762-87.1% | $11,403-87.8% |