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 | $34,972 | $148,534-76.5% | $135,903-74.3% | $139,434-74.9% |
| Participation rate | 33.3% | 83.9%-50.5pp | 81.9%-48.6pp | 80.3%-47.0pp |
| Annual return | 27.87% | 79.19%-51.3pp | 68.23%-40.4pp | 372.94%-345.1pp |
| Employer contribution / active EE | $2,066 | $5,243-60.6% | $4,856-57.5% | $4,751-56.5% |
| Participant deferral / active EE | $4,270 | $8,100-47.3% | $7,758-45.0% | $6,710-36.4% |
| Admin fee / account holder | $366 | $12,400-97.0% | $10,762-96.6% | $11,403-96.8% |