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 | $31,683 | $64,839-51.1% | $95,585-66.9% | $84,808-62.6% |
| Participation rate | 69.0% | 63.8%+5.1pp | 72.1%-3.1pp | 68.3%+0.7pp |
| Annual return | 21.32% | -670.96%+692.3pp | 38.56%-17.2pp | 40.90%-19.6pp |
| Employer contribution / active EE | $2,159 | $1,759+22.7% | $2,527-14.6% | $2,631-17.9% |
| Participant deferral / active EE | $3,978 | $2,965+34.2% | $4,023-1.1% | $4,212-5.6% |
| Admin fee / account holder | $1,792 | $5,964-69.9% | $6,127-70.7% | $7,344-75.6% |