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 | $22,546 | $159,602-85.9% | $150,045-85.0% | $142,382-84.2% |
| Participation rate | 68.2% | 84.0%-15.8pp | 82.3%-14.1pp | 80.1%-11.9pp |
| Annual return | 27.84% | 70.24%-42.4pp | 62.55%-34.7pp | 217.08%-189.2pp |
| Employer contribution / active EE | $1,124 | $4,961-77.3% | $4,693-76.0% | $4,299-73.9% |
| Participant deferral / active EE | $3,055 | $8,310-63.2% | $7,997-61.8% | $6,507-53.0% |
| Admin fee / account holder | $786 | $14,846-94.7% | $13,435-94.1% | $12,624-93.8% |