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 9-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 | $28,392 | $103,376-72.5% | $87,100-67.4% | $152,861-81.4% |
| Participation rate | 56.5% | 79.3%-22.8pp | 76.9%-20.3pp | 82.4%-25.9pp |
| Annual return | 23.12% | 28.10%-5.0pp | 28.19%-5.1pp | 345.32%-322.2pp |
| Employer contribution / active EE | $1,044 | $3,220-67.6% | $2,521-58.6% | $4,762-78.1% |
| Participant deferral / active EE | $3,989 | $4,778-16.5% | $4,049-1.5% | $5,850-31.8% |
| Admin fee / account holder | $536 | $12,205-95.6% | $7,497-92.8% | $11,596-95.4% |