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 | $28,604 | $80,717-64.6% | $154,803-81.5% | $84,808-66.3% |
| Participation rate | 39.6% | 66.8%-27.2pp | 78.1%-38.5pp | 68.3%-28.7pp |
| Annual return | 36.94% | 37.96%-1.0pp | 58.88%-21.9pp | 40.90%-4.0pp |
| Employer contribution / active EE | $1,186 | $2,761-57.1% | $4,305-72.5% | $2,631-54.9% |
| Participant deferral / active EE | $2,301 | $3,303-30.3% | $5,540-58.5% | $4,212-45.4% |
| Admin fee / account holder | $334 | $6,746-95.1% | $14,329-97.7% | $7,344-95.5% |