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 | $32,292 | $65,561-50.7% | $86,188-62.5% | $75,163-57.0% |
| Participation rate | 37.5% | 60.5%-23.0pp | 69.0%-31.5pp | 67.2%-29.7pp |
| Annual return | 20.66% | 46.05%-25.4pp | 1168.45%-1147.8pp | 160.62%-140.0pp |
| Employer contribution / active EE | $1,612 | $1,553+3.8% | $2,380-32.3% | $2,670-39.6% |
| Participant deferral / active EE | $3,463 | $3,024+14.5% | $3,985-13.1% | $4,125-16.0% |
| Admin fee / account holder | $1,181 | $5,474-78.4% | $6,852-82.8% | $5,651-79.1% |