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 | $28,695 | $55,415-48.2% | $155,509-81.5% | $74,495-61.5% |
| Participation rate | 60.5% | 61.9%-1.4pp | 78.2%-17.7pp | 67.2%-6.7pp |
| Annual return | 21.80% | 268.50%-246.7pp | 64.67%-42.9pp | 1364.94%-1343.1pp |
| Employer contribution / active EE | $2,068 | $2,267-8.8% | $4,672-55.7% | $2,623-21.1% |
| Participant deferral / active EE | $3,887 | $2,836+37.1% | $5,626-30.9% | $4,346-10.5% |
| Admin fee / account holder | $3,319 | $1,738+91.0% | $15,912-79.1% | $1,942+70.9% |