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 | $52,830 | $179,726-70.6% | $156,263-66.2% | $142,382-62.9% |
| Participation rate | 45.8% | 82.1%-36.2pp | 78.9%-33.1pp | 80.1%-34.3pp |
| Annual return | 20.71% | 77.86%-57.1pp | 59.47%-38.8pp | 217.08%-196.4pp |
| Employer contribution / active EE | $3,156 | $5,069-37.7% | $4,333-27.2% | $4,299-26.6% |
| Participant deferral / active EE | $4,654 | $6,956-33.1% | $6,158-24.4% | $6,507-28.5% |
| Admin fee / account holder | $4,130 | $17,272-76.1% | $14,255-71.0% | $12,624-67.3% |