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 | $51,015 | $111,754-54.4% | $103,333-50.6% | $145,922-65.0% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 18.14% | 24.77%-6.6pp | 24.88%-6.7pp | 561.29%-543.1pp |
| Employer contribution / active EE | $1,261 | $4,212-70.1% | $3,868-67.4% | $4,660-72.9% |
| Participant deferral / active EE | $7,613 | $5,619+35.5% | $5,057+50.5% | $6,688+13.8% |
| Admin fee / account holder | $6,649 | $9,750-31.8% | $8,355-20.4% | $13,397-50.4% |