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 | $101,501 | $201,272-49.6% | $184,203-44.9% | $145,922-30.4% |
| Participation rate | 63.6% | 87.5%-23.9pp | 86.8%-23.2pp | 80.3%-16.6pp |
| Annual return | 18.93% | 29.00%-10.1pp | 28.81%-9.9pp | 561.29%-542.4pp |
| Employer contribution / active EE | $2,708 | $7,022-61.4% | $6,427-57.9% | $4,660-41.9% |
| Participant deferral / active EE | $14,004 | $9,806+42.8% | $9,131+53.4% | $6,688+109.4% |
| Admin fee / account holder | $884 | $16,364-94.6% | $13,901-93.6% | $13,397-93.4% |