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 | $49,205 | $89,753-45.2% | $107,525-54.2% | $84,808-42.0% |
| Participation rate | 42.3% | 68.1%-25.8pp | 75.1%-32.8pp | 68.3%-26.0pp |
| Annual return | 21.62% | 29.48%-7.9pp | 181.32%-159.7pp | 40.90%-19.3pp |
| Employer contribution / active EE | $1,701 | $3,113-45.4% | $3,754-54.7% | $2,631-35.4% |
| Participant deferral / active EE | $3,680 | $4,056-9.3% | $5,116-28.1% | $4,212-12.6% |
| Admin fee / account holder | $375 | $7,222-94.8% | $8,919-95.8% | $7,344-94.9% |