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 | $62,807 | $148,534-57.7% | $135,903-53.8% | $139,434-55.0% |
| Participation rate | 54.5% | 83.9%-29.3pp | 81.9%-27.4pp | 80.3%-25.8pp |
| Annual return | 16.88% | 79.19%-62.3pp | 68.23%-51.3pp | 372.94%-356.1pp |
| Employer contribution / active EE | $2,078 | $5,243-60.4% | $4,856-57.2% | $4,751-56.3% |
| Participant deferral / active EE | $6,956 | $8,100-14.1% | $7,758-10.3% | $6,710+3.7% |
| Admin fee / account holder | $813 | $12,400-93.4% | $10,762-92.4% | $11,403-92.9% |