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 | $49,756 | $179,726-72.3% | $156,263-68.2% | $142,382-65.1% |
| Participation rate | 28.6% | 82.1%-53.5pp | 78.9%-50.3pp | 80.1%-51.5pp |
| Annual return | 21.58% | 77.86%-56.3pp | 59.47%-37.9pp | 217.08%-195.5pp |
| Employer contribution / active EE | $1,689 | $5,069-66.7% | $4,333-61.0% | $4,299-60.7% |
| Participant deferral / active EE | $2,689 | $6,956-61.3% | $6,158-56.3% | $6,507-58.7% |
| Admin fee / account holder | $1,762 | $17,272-89.8% | $14,255-87.6% | $12,624-86.0% |