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 | $49,657 | $100,773-50.7% | $88,946-44.2% | $142,382-65.1% |
| Participation rate | 66.7% | 74.3%-7.6pp | 68.8%-2.2pp | 80.1%-13.5pp |
| Annual return | 19.78% | 70.18%-50.4pp | 57.82%-38.0pp | 217.08%-197.3pp |
| Employer contribution / active EE | $1,463 | $2,918-49.9% | $2,555-42.8% | $4,299-66.0% |
| Participant deferral / active EE | $5,724 | $5,230+9.4% | $4,581+24.9% | $6,507-12.0% |
| Admin fee / account holder | $750 | $9,693-92.3% | $8,261-90.9% | $12,624-94.1% |