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 | $12,664 | $106,515-88.1% | $96,683-86.9% | $139,434-90.9% |
| Participation rate | 56.3% | 77.8%-21.6pp | 74.3%-18.1pp | 80.3%-24.1pp |
| Annual return | 27.72% | 38.43%-10.7pp | 35.69%-8.0pp | 372.94%-345.2pp |
| Employer contribution / active EE | $1,479 | $4,103-64.0% | $3,737-60.4% | $4,751-68.9% |
| Participant deferral / active EE | $2,539 | $5,454-53.4% | $4,878-48.0% | $6,710-62.2% |
| Admin fee / account holder | $2,096 | $7,877-73.4% | $6,730-68.9% | $11,403-81.6% |