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 | $26,042 | $106,515-75.6% | $96,683-73.1% | $139,434-81.3% |
| Participation rate | 42.1% | 77.8%-35.7pp | 74.3%-32.2pp | 80.3%-38.2pp |
| Annual return | 23.97% | 38.43%-14.5pp | 35.69%-11.7pp | 372.94%-349.0pp |
| Employer contribution / active EE | $1,900 | $4,103-53.7% | $3,737-49.2% | $4,751-60.0% |
| Participant deferral / active EE | $6,154 | $5,454+12.8% | $4,878+26.2% | $6,710-8.3% |
| Admin fee / account holder | $531 | $7,877-93.3% | $6,730-92.1% | $11,403-95.3% |