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 | $46,367 | $133,922-65.4% | $116,228-60.1% | $142,382-67.4% |
| Participation rate | 62.5% | 77.9%-15.4pp | 74.6%-12.1pp | 80.1%-17.6pp |
| Annual return | 11.72% | 147.76%-136.0pp | 90.06%-78.3pp | 217.08%-205.4pp |
| Employer contribution / active EE | $0 | $3,446-100.0% | $2,994-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $2,178 | $5,672-61.6% | $4,953-56.0% | $6,507-66.5% |
| Admin fee / account holder | $396 | $14,945-97.3% | $11,989-96.7% | $12,624-96.9% |