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 | $15,520 | $177,572-91.3% | $154,803-90.0% | $142,382-89.1% |
| Participation rate | 30.8% | 82.1%-51.3pp | 78.1%-47.3pp | 80.1%-49.4pp |
| Annual return | 23.73% | 65.07%-41.3pp | 58.88%-35.2pp | 217.08%-193.3pp |
| Employer contribution / active EE | $1,581 | $4,810-67.1% | $4,305-63.3% | $4,299-63.2% |
| Participant deferral / active EE | $3,162 | $6,272-49.6% | $5,540-42.9% | $6,507-51.4% |
| Admin fee / account holder | $6,046 | $16,786-64.0% | $14,329-57.8% | $12,624-52.1% |