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 | $18,568 | $111,724-83.4% | $93,606-80.2% | $145,922-87.3% |
| Participation rate | 42.9% | 74.2%-31.4pp | 68.7%-25.9pp | 80.3%-37.4pp |
| Annual return | 12.44% | 202.98%-190.5pp | 133.20%-120.8pp | 561.29%-548.8pp |
| Employer contribution / active EE | $1,806 | $3,090-41.6% | $2,420-25.4% | $4,660-61.2% |
| Participant deferral / active EE | $4,102 | $4,912-16.5% | $4,411-7.0% | $6,688-38.7% |
| Admin fee / account holder | $3,359 | $10,250-67.2% | $8,285-59.5% | $13,397-74.9% |