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 | $22,240 | $159,602-86.1% | $150,045-85.2% | $142,382-84.4% |
| Participation rate | 63.6% | 84.0%-20.3pp | 82.3%-18.7pp | 80.1%-16.5pp |
| Annual return | 24.67% | 70.24%-45.6pp | 62.55%-37.9pp | 217.08%-192.4pp |
| Employer contribution / active EE | $1,580 | $4,961-68.1% | $4,693-66.3% | $4,299-63.2% |
| Participant deferral / active EE | $4,624 | $8,310-44.4% | $7,997-42.2% | $6,507-28.9% |
| Admin fee / account holder | $2,171 | $14,846-85.4% | $13,435-83.8% | $12,624-82.8% |