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 | $25,196 | $51,175-50.8% | $70,515-64.3% | $75,163-66.5% |
| Participation rate | 34.6% | 60.9%-26.3pp | 68.3%-33.7pp | 67.2%-32.6pp |
| Annual return | 28.29% | 30.02%-1.7pp | 32.77%-4.5pp | 160.62%-132.3pp |
| Employer contribution / active EE | $1,148 | $1,826-37.2% | $2,973-61.4% | $2,670-57.0% |
| Participant deferral / active EE | $3,720 | $2,849+30.6% | $4,567-18.5% | $4,125-9.8% |
| Admin fee / account holder | $590 | $4,091-85.6% | $6,412-90.8% | $5,651-89.6% |