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 | $43,156 | $109,881-60.7% | $150,045-71.2% | $84,808-49.1% |
| Participation rate | 60.6% | 76.1%-15.5pp | 82.3%-21.7pp | 68.3%-7.7pp |
| Annual return | 134.68% | 28.25%+106.4pp | 62.55%+72.1pp | 40.90%+93.8pp |
| Employer contribution / active EE | $1,770 | $3,561-50.3% | $4,693-62.3% | $2,631-32.7% |
| Participant deferral / active EE | $6,045 | $6,636-8.9% | $7,997-24.4% | $4,212+43.5% |
| Admin fee / account holder | $1,932 | $8,568-77.4% | $13,435-85.6% | $7,344-73.7% |