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 | $30,655 | $77,899-60.6% | $149,673-79.5% | $75,163-59.2% |
| Participation rate | 18.2% | 65.6%-47.4pp | 78.8%-60.6pp | 67.2%-49.0pp |
| Annual return | 61.46% | 31.72%+29.7pp | 134.42%-73.0pp | 160.62%-99.2pp |
| Employer contribution / active EE | $1,118 | $3,137-64.4% | $4,818-76.8% | $2,670-58.1% |
| Participant deferral / active EE | $2,380 | $3,411-30.2% | $5,680-58.1% | $4,125-42.3% |
| Admin fee / account holder | $3,692 | $5,956-38.0% | $13,210-72.0% | $5,651-34.7% |