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 | $11,222 | $77,899-85.6% | $149,673-92.5% | $75,163-85.1% |
| Participation rate | 45.5% | 65.6%-20.1pp | 78.8%-33.3pp | 67.2%-21.7pp |
| Annual return | 42.40% | 31.72%+10.7pp | 134.42%-92.0pp | 160.62%-118.2pp |
| Employer contribution / active EE | $1,319 | $3,137-58.0% | $4,818-72.6% | $2,670-50.6% |
| Participant deferral / active EE | $2,584 | $3,411-24.2% | $5,680-54.5% | $4,125-37.4% |
| Admin fee / account holder | $560 | $5,956-90.6% | $13,210-95.8% | $5,651-90.1% |