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 | $45,854 | $99,877-54.1% | $84,966-46.0% | $145,922-68.6% |
| Participation rate | 43.8% | 74.1%-30.3pp | 67.5%-23.8pp | 80.3%-36.5pp |
| Annual return | 15.37% | 83.76%-68.4pp | 66.38%-51.0pp | 561.29%-545.9pp |
| Employer contribution / active EE | $1,369 | $3,231-57.6% | $2,727-49.8% | $4,660-70.6% |
| Participant deferral / active EE | $4,763 | $5,291-10.0% | $4,519+5.4% | $6,688-28.8% |
| Admin fee / account holder | $461 | $7,248-93.6% | $6,149-92.5% | $13,397-96.6% |