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 | $22,571 | $54,705-58.7% | $71,209-68.3% | $84,808-73.4% |
| Participation rate | 67.9% | 64.1%+3.8pp | 73.8%-5.9pp | 68.3%-0.5pp |
| Annual return | 23.50% | 35.90%-12.4pp | 282.51%-259.0pp | 40.90%-17.4pp |
| Employer contribution / active EE | $2,136 | $2,158-1.0% | $2,721-21.5% | $2,631-18.8% |
| Participant deferral / active EE | $6,373 | $3,030+110.3% | $4,175+52.6% | $4,212+51.3% |
| Admin fee / account holder | $1,124 | $4,863-76.9% | $5,349-79.0% | $7,344-84.7% |