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 | $50,570 | $30,400+66.3% | $53,898-6.2% | $84,808-40.4% |
| Participation rate | 17.4% | 46.4%-29.1pp | 55.0%-37.6pp | 68.3%-50.9pp |
| Annual return | 19.24% | 500.19%-480.9pp | 528.60%-509.4pp | 40.90%-21.7pp |
| Employer contribution / active EE | $583 | $603-3.3% | $932-37.5% | $2,631-77.8% |
| Participant deferral / active EE | $2,038 | $1,199+70.0% | $1,826+11.6% | $4,212-51.6% |
| Admin fee / account holder | $1,067 | $1,993-46.5% | $2,491-57.2% | $7,344-85.5% |