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 3-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 | $32,994 | $89,753-63.2% | $107,525-69.3% | $84,808-61.1% |
| Participation rate | 69.0% | 68.1%+0.9pp | 75.1%-6.1pp | 68.3%+0.7pp |
| Annual return | 59.09% | 29.48%+29.6pp | 181.32%-122.2pp | 40.90%+18.2pp |
| Employer contribution / active EE | $2,091 | $3,113-32.9% | $3,754-44.3% | $2,631-20.5% |
| Participant deferral / active EE | $2,818 | $4,056-30.5% | $5,116-44.9% | $4,212-33.1% |
| Admin fee / account holder | $1,152 | $7,222-84.0% | $8,919-87.1% | $7,344-84.3% |