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 | $44,405 | $159,602-72.2% | $150,045-70.4% | $142,382-68.8% |
| Participation rate | 56.3% | 84.0%-27.7pp | 82.3%-26.1pp | 80.1%-23.9pp |
| Annual return | 23.20% | 70.24%-47.0pp | 62.55%-39.4pp | 217.08%-193.9pp |
| Employer contribution / active EE | $2,708 | $4,961-45.4% | $4,693-42.3% | $4,299-37.0% |
| Participant deferral / active EE | $6,879 | $8,310-17.2% | $7,997-14.0% | $6,507+5.7% |
| Admin fee / account holder | $359 | $14,846-97.6% | $13,435-97.3% | $12,624-97.2% |