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 | $50,648 | $100,773-49.7% | $88,946-43.1% | $142,382-64.4% |
| Participation rate | 10.5% | 74.3%-63.8pp | 68.8%-58.3pp | 80.1%-69.6pp |
| Annual return | 19.04% | 70.18%-51.1pp | 57.82%-38.8pp | 217.08%-198.0pp |
| Employer contribution / active EE | $0 | $2,918-100.0% | $2,555-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,362 | $5,230-74.0% | $4,581-70.3% | $6,507-79.1% |
| Admin fee / account holder | $2,874 | $9,693-70.3% | $8,261-65.2% | $12,624-77.2% |