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 6-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 | $36,915 | $100,773-63.4% | $88,946-58.5% | $142,382-74.1% |
| Participation rate | 62.5% | 74.3%-11.8pp | 68.8%-6.3pp | 80.1%-17.6pp |
| Annual return | 19.11% | 70.18%-51.1pp | 57.82%-38.7pp | 217.08%-198.0pp |
| Employer contribution / active EE | $3,390 | $2,918+16.2% | $2,555+32.7% | $4,299-21.1% |
| Participant deferral / active EE | $2,520 | $5,230-51.8% | $4,581-45.0% | $6,507-61.3% |
| Admin fee / account holder | $2,924 | $9,693-69.8% | $8,261-64.6% | $12,624-76.8% |