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 8-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 | $25,065 | $100,773-75.1% | $88,946-71.8% | $142,382-82.4% |
| Participation rate | 60.0% | 74.3%-14.3pp | 68.8%-8.8pp | 80.1%-20.1pp |
| Annual return | 70.64% | 70.18%+0.5pp | 57.82%+12.8pp | 217.08%-146.4pp |
| Employer contribution / active EE | $1,219 | $2,918-58.2% | $2,555-52.3% | $4,299-71.6% |
| Participant deferral / active EE | $2,400 | $5,230-54.1% | $4,581-47.6% | $6,507-63.1% |
| Admin fee / account holder | $1,907 | $9,693-80.3% | $8,261-76.9% | $12,624-84.9% |