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 | $56,900 | $74,888-24.0% | $71,209-20.1% | $142,382-60.0% |
| Participation rate | 63.2% | 76.2%-13.1pp | 73.8%-10.6pp | 80.1%-17.0pp |
| Annual return | 19.29% | 345.14%-325.9pp | 282.51%-263.2pp | 217.08%-197.8pp |
| Employer contribution / active EE | $2,466 | $2,854-13.6% | $2,721-9.4% | $4,299-42.6% |
| Participant deferral / active EE | $9,911 | $4,454+122.5% | $4,175+137.4% | $6,507+52.3% |
| Admin fee / account holder | $658 | $5,568-88.2% | $5,349-87.7% | $12,624-94.8% |