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 | $63,171 | $114,381-44.8% | $107,525-41.2% | $142,382-55.6% |
| Participation rate | 29.2% | 78.1%-49.0pp | 75.1%-45.9pp | 80.1%-51.0pp |
| Annual return | 17.68% | 242.71%-225.0pp | 181.32%-163.6pp | 217.08%-199.4pp |
| Employer contribution / active EE | $850 | $4,015-78.8% | $3,754-77.3% | $4,299-80.2% |
| Participant deferral / active EE | $1,679 | $5,564-69.8% | $5,116-67.2% | $6,507-74.2% |
| Admin fee / account holder | $475 | $9,860-95.2% | $8,919-94.7% | $12,624-96.2% |