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 | $40,438 | $117,983-65.7% | $101,794-60.3% | $142,382-71.6% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.2%-19.2pp | 80.1%-30.1pp |
| Annual return | 10.78% | 36.92%-26.1pp | 30.53%-19.7pp | 217.08%-206.3pp |
| Employer contribution / active EE | $2,059 | $2,773-25.7% | $2,289-10.0% | $4,299-52.1% |
| Participant deferral / active EE | $6,711 | $4,714+42.4% | $4,084+64.3% | $6,507+3.1% |
| Admin fee / account holder | $398 | $10,433-96.2% | $8,777-95.5% | $12,624-96.8% |