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 5-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 | $36,178 | $65,561-44.8% | $86,188-58.0% | $75,163-51.9% |
| Participation rate | 36.1% | 60.5%-24.4pp | 69.0%-32.8pp | 67.2%-31.1pp |
| Annual return | 19.80% | 46.05%-26.3pp | 1168.45%-1148.7pp | 160.62%-140.8pp |
| Employer contribution / active EE | $1,172 | $1,553-24.5% | $2,380-50.8% | $2,670-56.1% |
| Participant deferral / active EE | $3,126 | $3,024+3.4% | $3,985-21.6% | $4,125-24.2% |
| Admin fee / account holder | $12,989 | $5,474+137.3% | $6,852+89.6% | $5,651+129.8% |