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 | $44,556 | $114,381-61.0% | $107,525-58.6% | $142,382-68.7% |
| Participation rate | 58.8% | 78.1%-19.3pp | 75.1%-16.3pp | 80.1%-21.3pp |
| Annual return | 20.52% | 242.71%-222.2pp | 181.32%-160.8pp | 217.08%-196.6pp |
| Employer contribution / active EE | $3,059 | $4,015-23.8% | $3,754-18.5% | $4,299-28.9% |
| Participant deferral / active EE | $6,756 | $5,564+21.4% | $5,116+32.1% | $6,507+3.8% |
| Admin fee / account holder | $503 | $9,860-94.9% | $8,919-94.4% | $12,624-96.0% |